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 | $73,803 | $159,901-53.8% | $146,958-49.8% | $145,922-49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $26,711 | $5,286+405.3% | $4,933+441.5% | $4,660+473.2% |
| Participant deferral / active EE | $15,958 | $8,428+89.3% | $8,070+97.7% | $6,688+138.6% |
| Admin fee / account holder | $12,743 | $15,044-15.3% | $12,998-2.0% | $13,397-4.9% |