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 | $51,798 | $209,411-75.3% | $178,490-71.0% | $158,922-67.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.12% | 188.75%-170.6pp | 151.07%-133.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $11,135 | $5,706+95.1% | $5,011+122.2% | $4,761+133.9% |
| Participant deferral / active EE | $8,180 | $5,954+37.4% | $5,202+57.3% | $5,982+36.7% |
| Admin fee / account holder | $1,407 | $17,074-91.8% | $13,984-89.9% | $11,246-87.5% |