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 9-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 | $53,081 | $159,901-66.8% | $146,958-63.9% | $145,922-63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.82% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,122 | $5,286-3.1% | $4,933+3.8% | $4,660+9.9% |
| Participant deferral / active EE | $2,591 | $8,428-69.3% | $8,070-67.9% | $6,688-61.3% |
| Admin fee / account holder | $421 | $15,044-97.2% | $12,998-96.8% | $13,397-96.9% |