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 8-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 | $48,019 | $217,402-77.9% | $185,823-74.2% | $167,490-71.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.69% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $11,954 | $5,873+103.5% | $5,167+131.3% | $4,837+147.1% |
| Participant deferral / active EE | $11,232 | $6,356+76.7% | $5,568+101.7% | $6,341+77.1% |
| Admin fee / account holder | $5,247 | $19,811-73.5% | $16,237-67.7% | $12,309-57.4% |