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 10-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 | $51,034 | $226,064-77.4% | $182,532-72.0% | $152,861-66.6% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.4%-82.4pp |
| Annual return | 15.17% | 192.51%-177.3pp | 148.54%-133.4pp | 345.32%-330.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $564 | $10,703-94.7% | $8,592-93.4% | $11,596-95.1% |