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 6-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 | $26,762 | $159,901-83.3% | $146,958-81.8% | $145,922-81.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.85% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,907 | $5,286-45.0% | $4,933-41.1% | $4,660-37.6% |
| Participant deferral / active EE | $7,959 | $8,428-5.6% | $8,070-1.4% | $6,688+19.0% |
| Admin fee / account holder | $382 | $15,044-97.5% | $12,998-97.1% | $13,397-97.1% |