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 | $62,482 | $159,901-60.9% | $146,958-57.5% | $145,922-57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $15,328 | $5,286+190.0% | $4,933+210.7% | $4,660+228.9% |
| Participant deferral / active EE | $4,958 | $8,428-41.2% | $8,070-38.6% | $6,688-25.9% |
| Admin fee / account holder | $408 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |