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 | $47,514 | $185,822-74.4% | $169,993-72.0% | $139,434-65.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.54% | 60.50%-41.0pp | 53.37%-33.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $10,257 | $7,590+35.1% | $6,785+51.2% | $4,751+115.9% |
| Participant deferral / active EE | $14,625 | $11,622+25.8% | $10,408+40.5% | $6,710+118.0% |
| Admin fee / account holder | $346 | $15,381-97.8% | $12,815-97.3% | $11,403-97.0% |