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 5-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 | $51,344 | $185,822-72.4% | $169,993-69.8% | $139,434-63.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 39.62% | 60.50%-20.9pp | 53.37%-13.8pp | 372.94%-333.3pp |
| Employer contribution / active EE | $5,793 | $7,590-23.7% | $6,785-14.6% | $4,751+21.9% |
| Participant deferral / active EE | $14,240 | $11,622+22.5% | $10,408+36.8% | $6,710+112.2% |
| Admin fee / account holder | $372 | $15,381-97.6% | $12,815-97.1% | $11,403-96.7% |