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 | $48,673 | $176,662-72.4% | $130,648-62.7% | $152,861-68.2% |
| Participation rate | 82.4% | 79.0%+3.4pp | 71.7%+10.6pp | 82.4%-0.1pp |
| Annual return | 17.65% | 2692.24%-2674.6pp | 1708.96%-1691.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,053 | $5,742-64.2% | $4,092-49.8% | $4,762-56.9% |
| Participant deferral / active EE | $2,538 | $4,361-41.8% | $3,603-29.6% | $5,850-56.6% |
| Admin fee / account holder | $8,896 | $7,133+24.7% | $5,464+62.8% | $11,596-23.3% |