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 9-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 | $62,261 | $105,998-41.3% | $92,233-32.5% | $147,584-57.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.17% | 50.05%-23.9pp | 176.28%-150.1pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,650 | $4,333-61.9% | $3,679-55.2% | $4,876-66.2% |
| Participant deferral / active EE | $1,650 | $4,478-63.2% | $3,897-57.7% | $5,439-69.7% |
| Admin fee / account holder | $900 | $6,332-85.8% | $5,194-82.7% | $10,885-91.7% |