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 5-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 | $73,138 | $159,901-54.3% | $146,958-50.2% | $145,922-49.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.83% | 98.13%-64.3pp | 418.34%-384.5pp | 561.29%-527.5pp |
| Employer contribution / active EE | $8,945 | $5,286+69.2% | $4,933+81.3% | $4,660+92.0% |
| Participant deferral / active EE | $13,203 | $8,428+56.7% | $8,070+63.6% | $6,688+97.4% |
| Admin fee / account holder | $3,045 | $15,044-79.8% | $12,998-76.6% | $13,397-77.3% |