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 7-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 | $35,815 | $159,901-77.6% | $146,958-75.6% | $145,922-75.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.21% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,530 | $5,286-71.1% | $4,933-69.0% | $4,660-67.2% |
| Participant deferral / active EE | $5,998 | $8,428-28.8% | $8,070-25.7% | $6,688-10.3% |
| Admin fee / account holder | $328 | $15,044-97.8% | $12,998-97.5% | $13,397-97.6% |