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 | $43,112 | $159,901-73.0% | $146,958-70.7% | $145,922-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,644 | $5,286-50.0% | $4,933-46.4% | $4,660-43.3% |
| Participant deferral / active EE | $5,600 | $8,428-33.6% | $8,070-30.6% | $6,688-16.3% |
| Admin fee / account holder | $15,257 | $15,044+1.4% | $12,998+17.4% | $13,397+13.9% |