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 | $53,264 | $209,411-74.6% | $178,490-70.2% | $158,922-66.5% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 32.66% | 188.75%-156.1pp | 151.07%-118.4pp | 302.83%-270.2pp |
| Employer contribution / active EE | $4,355 | $5,706-23.7% | $5,011-13.1% | $4,761-8.5% |
| Participant deferral / active EE | $8,764 | $5,954+47.2% | $5,202+68.5% | $5,982+46.5% |
| Admin fee / account holder | $11,217 | $17,074-34.3% | $13,984-19.8% | $11,246-0.3% |