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 | $45,115 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.12% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.2pp |
| Employer contribution / active EE | $1,496 | $5,286-71.7% | $4,933-69.7% | $4,660-67.9% |
| Participant deferral / active EE | $8,464 | $8,428+0.4% | $8,070+4.9% | $6,688+26.6% |
| Admin fee / account holder | $2,055 | $15,044-86.3% | $12,998-84.2% | $13,397-84.7% |