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 | $25,904 | $159,901-83.8% | $146,958-82.4% | $145,922-82.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 239.76% | 98.13%+141.6pp | 418.34%-178.6pp | 561.29%-321.5pp |
| Employer contribution / active EE | $5,738 | $5,286+8.5% | $4,933+16.3% | $4,660+23.1% |
| Participant deferral / active EE | $14,696 | $8,428+74.4% | $8,070+82.1% | $6,688+119.7% |
| Admin fee / account holder | $3,474 | $15,044-76.9% | $12,998-73.3% | $13,397-74.1% |