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 | $64,746 | $159,901-59.5% | $146,958-55.9% | $145,922-55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $10,504 | $5,286+98.7% | $4,933+112.9% | $4,660+125.4% |
| Participant deferral / active EE | $8,547 | $8,428+1.4% | $8,070+5.9% | $6,688+27.8% |
| Admin fee / account holder | $474 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |