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 | $51,919 | $159,901-67.5% | $146,958-64.7% | $145,922-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.28% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,929 | $5,286-44.6% | $4,933-40.6% | $4,660-37.1% |
| Participant deferral / active EE | $10,608 | $8,428+25.9% | $8,070+31.5% | $6,688+58.6% |
| Admin fee / account holder | $338 | $15,044-97.8% | $12,998-97.4% | $13,397-97.5% |