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 | $57,908 | $159,901-63.8% | $146,958-60.6% | $145,922-60.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.77% | 98.13%-72.4pp | 418.34%-392.6pp | 561.29%-535.5pp |
| Employer contribution / active EE | $1,350 | $5,286-74.5% | $4,933-72.6% | $4,660-71.0% |
| Participant deferral / active EE | $11,232 | $8,428+33.3% | $8,070+39.2% | $6,688+67.9% |
| Admin fee / account holder | $2,839 | $15,044-81.1% | $12,998-78.2% | $13,397-78.8% |