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 3-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 | $43,457 | $165,984-73.8% | $164,813-73.6% | $145,922-70.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.82% | 100.03%-79.2pp | 69.93%-49.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $6,229 | $5,273+18.1% | $4,341+43.5% | $4,660+33.7% |
| Participant deferral / active EE | $19,515 | $6,959+180.4% | $6,031+223.5% | $6,688+191.8% |
| Admin fee / account holder | $17,012 | $16,648+2.2% | $12,690+34.1% | $13,397+27.0% |