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 10-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 | $61,282 | $172,478-64.5% | $145,661-57.9% | $142,382-57.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.2%-77.2pp | 80.1%-80.1pp |
| Annual return | 9.49% | 151.09%-141.6pp | 101.46%-92.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,348-100.0% | $7,198-100.0% | $6,507-100.0% |
| Admin fee / account holder | $53,222 | $16,864+215.6% | $12,466+326.9% | $12,624+321.6% |