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 4-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 | $29,377 | $159,901-81.6% | $146,958-80.0% | $145,922-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $5,029 | $5,286-4.9% | $4,933+2.0% | $4,660+7.9% |
| Participant deferral / active EE | $6,967 | $8,428-17.3% | $8,070-13.7% | $6,688+4.2% |
| Admin fee / account holder | $1,628 | $15,044-89.2% | $12,998-87.5% | $13,397-87.8% |