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 | $48,410 | $197,591-75.5% | $177,821-72.8% | $158,922-69.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 931.69% | 58.76%+872.9pp | 48.32%+883.4pp | 302.83%+628.9pp |
| Employer contribution / active EE | $2,221 | $6,697-66.8% | $5,918-62.5% | $4,761-53.4% |
| Participant deferral / active EE | $7,224 | $8,405-14.0% | $7,714-6.3% | $5,982+20.8% |
| Admin fee / account holder | $939 | $15,399-93.9% | $12,427-92.4% | $11,246-91.7% |