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 | $52,969 | $108,919-51.4% | $100,391-47.2% | $145,922-63.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 47.58% | 57.88%-10.3pp | 49.20%-1.6pp | 561.29%-513.7pp |
| Employer contribution / active EE | $4,597 | $4,419+4.0% | $3,942+16.6% | $4,660-1.3% |
| Participant deferral / active EE | $10,043 | $8,445+18.9% | $8,082+24.3% | $6,688+50.2% |
| Admin fee / account holder | $11,139 | $9,689+15.0% | $7,899+41.0% | $13,397-16.9% |