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 7-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 | $59,138 | $114,047-48.1% | $96,139-38.5% | $167,490-64.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.81% | 189.88%-178.1pp | 191.94%-180.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $15,310 | $3,427+346.8% | $2,797+447.4% | $4,837+216.5% |
| Participant deferral / active EE | $12,188 | $5,194+134.7% | $4,349+180.3% | $6,341+92.2% |
| Admin fee / account holder | $813 | $6,897-88.2% | $5,537-85.3% | $12,309-93.4% |