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 | $39,269 | $159,901-75.4% | $146,958-73.3% | $145,922-73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.94% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,033 | $5,286-4.8% | $4,933+2.0% | $4,660+8.0% |
| Participant deferral / active EE | $15,854 | $8,428+88.1% | $8,070+96.5% | $6,688+137.1% |
| Admin fee / account holder | $26,169 | $15,044+74.0% | $12,998+101.3% | $13,397+95.3% |