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 | $47,733 | $70,756-32.5% | $65,493-27.1% | $142,382-66.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.05% | 1754.89%-1733.8pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,459 | $2,881-14.6% | $2,574-4.5% | $4,299-42.8% |
| Participant deferral / active EE | $6,260 | $4,637+35.0% | $3,961+58.0% | $6,507-3.8% |
| Admin fee / account holder | $4,154 | $6,559-36.7% | $5,028-17.4% | $12,624-67.1% |