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 8-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 | $41,788 | $159,901-73.9% | $146,958-71.6% | $145,922-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.74% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,174 | $5,286-58.9% | $4,933-55.9% | $4,660-53.3% |
| Participant deferral / active EE | $4,224 | $8,428-49.9% | $8,070-47.7% | $6,688-36.8% |
| Admin fee / account holder | $14,043 | $15,044-6.7% | $12,998+8.0% | $13,397+4.8% |