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 | $62,812 | $106,584-41.1% | $101,326-38.0% | $142,382-55.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 46.39% | 36.93%+9.5pp | 36.82%+9.6pp | 217.08%-170.7pp |
| Employer contribution / active EE | $9,092 | $3,956+129.8% | $3,665+148.0% | $4,299+111.5% |
| Participant deferral / active EE | $23,092 | $8,297+178.3% | $7,994+188.9% | $6,507+254.9% |
| Admin fee / account holder | $3,605 | $11,446-68.5% | $11,185-67.8% | $12,624-71.4% |