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 | $56,031 | $159,901-65.0% | $146,958-61.9% | $145,922-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,975 | $5,286-24.8% | $4,933-19.4% | $4,660-14.7% |
| Participant deferral / active EE | $8,737 | $8,428+3.7% | $8,070+8.3% | $6,688+30.6% |
| Admin fee / account holder | $327 | $15,044-97.8% | $12,998-97.5% | $13,397-97.6% |