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 9-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 | $78,107 | $159,901-51.2% | $146,958-46.9% | $145,922-46.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,740 | $5,286-48.2% | $4,933-44.5% | $4,660-41.2% |
| Participant deferral / active EE | $3,588 | $8,428-57.4% | $8,070-55.5% | $6,688-46.4% |
| Admin fee / account holder | $4,768 | $15,044-68.3% | $12,998-63.3% | $13,397-64.4% |