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 | $34,522 | $159,901-78.4% | $146,958-76.5% | $145,922-76.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,425 | $5,286+2.6% | $4,933+10.0% | $4,660+16.4% |
| Participant deferral / active EE | $9,277 | $8,428+10.1% | $8,070+15.0% | $6,688+38.7% |
| Admin fee / account holder | $341 | $15,044-97.7% | $12,998-97.4% | $13,397-97.5% |