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 | $66,392 | $159,901-58.5% | $146,958-54.8% | $145,922-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.67% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,110 | $5,286-41.2% | $4,933-37.0% | $4,660-33.3% |
| Participant deferral / active EE | $11,273 | $8,428+33.7% | $8,070+39.7% | $6,688+68.6% |
| Admin fee / account holder | $749 | $15,044-95.0% | $12,998-94.2% | $13,397-94.4% |