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 | $60,908 | $159,901-61.9% | $146,958-58.6% | $145,922-58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.86% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,880 | $5,286-45.5% | $4,933-41.6% | $4,660-38.2% |
| Participant deferral / active EE | $10,800 | $8,428+28.1% | $8,070+33.8% | $6,688+61.5% |
| Admin fee / account holder | $1,936 | $15,044-87.1% | $12,998-85.1% | $13,397-85.5% |