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 4-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 | $64,566 | $148,534-56.5% | $135,903-52.5% | $139,434-53.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.59% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $25,280 | $5,243+382.2% | $4,856+420.6% | $4,751+432.1% |
| Participant deferral / active EE | $16,796 | $8,100+107.4% | $7,758+116.5% | $6,710+150.3% |
| Admin fee / account holder | $859 | $12,400-93.1% | $10,762-92.0% | $11,403-92.5% |