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 | $38,293 | $159,901-76.1% | $146,958-73.9% | $145,922-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.70% | 98.13%-74.4pp | 418.34%-394.6pp | 561.29%-537.6pp |
| Employer contribution / active EE | $6,702 | $5,286+26.8% | $4,933+35.9% | $4,660+43.8% |
| Participant deferral / active EE | $16,973 | $8,428+101.4% | $8,070+110.3% | $6,688+153.8% |
| Admin fee / account holder | $1,605 | $15,044-89.3% | $12,998-87.7% | $13,397-88.0% |