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 3-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 | $103,647 | $159,901-35.2% | $146,958-29.5% | $145,922-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.82% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $26,553 | $5,286+402.3% | $4,933+438.3% | $4,660+469.9% |
| Participant deferral / active EE | $12,886 | $8,428+52.9% | $8,070+59.7% | $6,688+92.7% |
| Admin fee / account holder | $431 | $15,044-97.1% | $12,998-96.7% | $13,397-96.8% |