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 7-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 | $47,862 | $202,318-76.3% | $172,739-72.3% | $152,861-68.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.35% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $2,304 | $5,856-60.7% | $5,143-55.2% | $4,762-51.6% |
| Participant deferral / active EE | $8,666 | $5,948+45.7% | $5,198+66.7% | $5,850+48.1% |
| Admin fee / account holder | $75,538 | $17,109+341.5% | $13,954+441.3% | $11,596+551.4% |