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 | $93,950 | $159,901-41.2% | $146,958-36.1% | $145,922-35.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.49% | 98.13%-85.6pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,788 | $5,286-66.2% | $4,933-63.8% | $4,660-61.6% |
| Participant deferral / active EE | $6,287 | $8,428-25.4% | $8,070-22.1% | $6,688-6.0% |
| Admin fee / account holder | $1,120 | $15,044-92.6% | $12,998-91.4% | $13,397-91.6% |