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 9-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 | $52,056 | $159,901-67.4% | $146,958-64.6% | $145,922-64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,616 | $5,286+44.1% | $4,933+54.4% | $4,660+63.5% |
| Participant deferral / active EE | $7,893 | $8,428-6.4% | $8,070-2.2% | $6,688+18.0% |
| Admin fee / account holder | $664 | $15,044-95.6% | $12,998-94.9% | $13,397-95.0% |