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 | $80,713 | $138,044-41.5% | $125,339-35.6% | $134,475-40.0% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,791 | $5,243-46.8% | $4,814-42.0% | $4,740-41.1% |
| Participant deferral / active EE | $9,762 | $7,799+25.2% | $7,446+31.1% | $6,400+52.5% |
| Admin fee / account holder | $323 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |