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 | $18,482 | $159,901-88.4% | $146,958-87.4% | $145,922-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 108.84% | 98.13%+10.7pp | 418.34%-309.5pp | 561.29%-452.4pp |
| Employer contribution / active EE | $2,353 | $5,286-55.5% | $4,933-52.3% | $4,660-49.5% |
| Participant deferral / active EE | $5,855 | $8,428-30.5% | $8,070-27.4% | $6,688-12.4% |
| Admin fee / account holder | $1,159 | $15,044-92.3% | $12,998-91.1% | $13,397-91.3% |