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 9-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 | $51,945 | $183,963-71.8% | $162,163-68.0% | $152,861-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.57% | 150.76%-116.2pp | 115.59%-81.0pp | 345.32%-310.7pp |
| Employer contribution / active EE | $4,859 | $6,371-23.7% | $5,614-13.4% | $4,762+2.0% |
| Participant deferral / active EE | $9,824 | $8,034+22.3% | $7,298+34.6% | $5,850+67.9% |
| Admin fee / account holder | $587 | $13,121-95.5% | $10,843-94.6% | $11,596-94.9% |