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 | $45,615 | $159,901-71.5% | $146,958-69.0% | $145,922-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,814 | $5,286-65.7% | $4,933-63.2% | $4,660-61.1% |
| Participant deferral / active EE | $3,209 | $8,428-61.9% | $8,070-60.2% | $6,688-52.0% |
| Admin fee / account holder | $859 | $15,044-94.3% | $12,998-93.4% | $13,397-93.6% |