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 10-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 | $47,615 | $159,901-70.2% | $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 | 10.13% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $6,854 | $5,286+29.7% | $4,933+38.9% | $4,660+47.1% |
| Participant deferral / active EE | $8,290 | $8,428-1.6% | $8,070+2.7% | $6,688+24.0% |
| Admin fee / account holder | $27,999 | $15,044+86.1% | $12,998+115.4% | $13,397+109.0% |