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 | $70,185 | $159,901-56.1% | $146,958-52.2% | $145,922-51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,896 | $5,286-45.2% | $4,933-41.3% | $4,660-37.9% |
| Participant deferral / active EE | $8,146 | $8,428-3.4% | $8,070+0.9% | $6,688+21.8% |
| Admin fee / account holder | $3,803 | $15,044-74.7% | $12,998-70.7% | $13,397-71.6% |