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 | $50,544 | $135,635-62.7% | $110,238-54.2% | $135,375-62.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.42% | 513.19%-509.8pp | 314.74%-311.3pp | 519.73%-516.3pp |
| Employer contribution / active EE | $6,276 | $4,906+27.9% | $3,826+64.0% | $4,779+31.3% |
| Participant deferral / active EE | $11,456 | $5,506+108.1% | $4,672+145.2% | $5,609+104.3% |
| Admin fee / account holder | $520 | $11,457-95.5% | $8,547-93.9% | $10,827-95.2% |