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 6-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 | $47,550 | $159,901-70.3% | $146,958-67.6% | $145,922-67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,500 | $5,286-33.8% | $4,933-29.1% | $4,660-24.9% |
| Participant deferral / active EE | $8,731 | $8,428+3.6% | $8,070+8.2% | $6,688+30.5% |
| Admin fee / account holder | $425 | $15,044-97.2% | $12,998-96.7% | $13,397-96.8% |