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 | $52,218 | $159,901-67.3% | $146,958-64.5% | $145,922-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.93% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $3,085 | $5,286-41.6% | $4,933-37.5% | $4,660-33.8% |
| Participant deferral / active EE | $4,233 | $8,428-49.8% | $8,070-47.5% | $6,688-36.7% |
| Admin fee / account holder | $3,617 | $15,044-76.0% | $12,998-72.2% | $13,397-73.0% |