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 5-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 | $42,233 | $159,901-73.6% | $146,958-71.3% | $145,922-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 75.72% | 98.13%-22.4pp | 418.34%-342.6pp | 561.29%-485.6pp |
| Employer contribution / active EE | $2,015 | $5,286-61.9% | $4,933-59.2% | $4,660-56.8% |
| Participant deferral / active EE | $8,854 | $8,428+5.0% | $8,070+9.7% | $6,688+32.4% |
| Admin fee / account holder | $4,111 | $15,044-72.7% | $12,998-68.4% | $13,397-69.3% |