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 | $129,266 | $159,901-19.2% | $146,958-12.0% | $145,922-11.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.12% | 98.13%-68.0pp | 418.34%-388.2pp | 561.29%-531.2pp |
| Employer contribution / active EE | $3,573 | $5,286-32.4% | $4,933-27.6% | $4,660-23.3% |
| Participant deferral / active EE | $4,845 | $8,428-42.5% | $8,070-40.0% | $6,688-27.6% |
| Admin fee / account holder | $2,858 | $15,044-81.0% | $12,998-78.0% | $13,397-78.7% |