See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,828 | $176,662-71.2% | $130,648-61.1% | $152,861-66.7% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.4%-12.4pp |
| Annual return | 17.51% | 2692.24%-2674.7pp | 1708.96%-1691.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $4,865 | $5,742-15.3% | $4,092+18.9% | $4,762+2.2% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $51,983 | $7,133+628.8% | $5,464+851.3% | $11,596+348.3% |