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 6-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 | $17,954 | $159,901-88.8% | $146,958-87.8% | $145,922-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.43% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,104 | $5,286-60.2% | $4,933-57.4% | $4,660-54.9% |
| Participant deferral / active EE | $2,665 | $8,428-68.4% | $8,070-67.0% | $6,688-60.2% |
| Admin fee / account holder | $7,638 | $15,044-49.2% | $12,998-41.2% | $13,397-43.0% |