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 | $17,100 | $105,126-83.7% | $94,646-81.9% | $139,434-87.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 148.13% | 38.03%+110.1pp | 156.71%-8.6pp | 372.94%-224.8pp |
| Employer contribution / active EE | $4,342 | $4,106+5.8% | $3,672+18.2% | $4,751-8.6% |
| Participant deferral / active EE | $9,257 | $7,599+21.8% | $7,418+24.8% | $6,710+38.0% |
| Admin fee / account holder | $1,091 | $8,984-87.9% | $7,231-84.9% | $11,403-90.4% |