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 | $42,089 | $159,901-73.7% | $146,958-71.4% | $145,922-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $7,501 | $5,286+41.9% | $4,933+52.1% | $4,660+61.0% |
| Participant deferral / active EE | $10,850 | $8,428+28.7% | $8,070+34.4% | $6,688+62.2% |
| Admin fee / account holder | $603 | $15,044-96.0% | $12,998-95.4% | $13,397-95.5% |