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 | $52,520 | $159,901-67.2% | $146,958-64.3% | $145,922-64.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.97% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,319 | $5,286-37.2% | $4,933-32.7% | $4,660-28.8% |
| Participant deferral / active EE | $6,071 | $8,428-28.0% | $8,070-24.8% | $6,688-9.2% |
| Admin fee / account holder | $16,466 | $15,044+9.5% | $12,998+26.7% | $13,397+22.9% |