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 7-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 | $49,848 | $209,832-76.2% | $189,513-73.7% | $167,490-70.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.19% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $14,372 | $6,914+107.9% | $6,162+133.3% | $4,837+197.1% |
| Participant deferral / active EE | $9,590 | $8,935+7.3% | $8,221+16.7% | $6,341+51.2% |
| Admin fee / account holder | $1,176 | $14,293-91.8% | $12,045-90.2% | $12,309-90.5% |