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 | $45,164 | $192,717-76.6% | $142,449-68.3% | $139,434-67.6% |
| Participation rate | 0.0% | 81.5%-81.5pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | 18.65% | 17.99%+0.7pp | 19.99%-1.3pp | 372.94%-354.3pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,710-100.0% |
| Admin fee / account holder | $438 | $15,124-97.1% | $10,011-95.6% | $11,403-96.2% |