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 10-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 | $68,185 | $159,901-57.4% | $146,958-53.6% | $145,922-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.16% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $6,298 | $5,286+19.1% | $4,933+27.7% | $4,660+35.2% |
| Participant deferral / active EE | $12,833 | $8,428+52.3% | $8,070+59.0% | $6,688+91.9% |
| Admin fee / account holder | $6,496 | $15,044-56.8% | $12,998-50.0% | $13,397-51.5% |