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 | $48,941 | $169,032-71.0% | $129,207-62.1% | $145,922-66.5% |
| Participation rate | 76.9% | 76.4%+0.5pp | 69.6%+7.3pp | 80.3%-3.4pp |
| Annual return | 8.09% | 14330.11%-14322.0pp | 9417.33%-9409.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,782 | $4,987-4.1% | $4,168+14.7% | $6,688-28.5% |
| Admin fee / account holder | $9,704 | $9,954-2.5% | $7,715+25.8% | $13,397-27.6% |