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 | $51,044 | $202,432-74.8% | $169,368-69.9% | $139,434-63.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 39.47% | 531.74%-492.3pp | 405.60%-366.1pp | 372.94%-333.5pp |
| Employer contribution / active EE | $6,256 | $4,692+33.3% | $4,013+55.9% | $4,751+31.7% |
| Participant deferral / active EE | $17,800 | $6,938+156.6% | $6,221+186.1% | $6,710+165.3% |
| Admin fee / account holder | $1,714 | $10,708-84.0% | $9,003-81.0% | $11,403-85.0% |