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 | $55,119 | $159,901-65.5% | $146,958-62.5% | $145,922-62.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.97% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,801 | $5,286-47.0% | $4,933-43.2% | $4,660-39.9% |
| Participant deferral / active EE | $18,404 | $8,428+118.4% | $8,070+128.1% | $6,688+175.2% |
| Admin fee / account holder | $314 | $15,044-97.9% | $12,998-97.6% | $13,397-97.7% |