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 5-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 | $28,472 | $88,594-67.9% | $70,092-59.4% | $134,475-78.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 597.44% | 442.67%+154.8pp | 190.73%+406.7pp | 417.96%+179.5pp |
| Employer contribution / active EE | $4,186 | $3,233+29.5% | $2,559+63.6% | $4,740-11.7% |
| Participant deferral / active EE | $6,515 | $4,772+36.5% | $3,849+69.3% | $6,400+1.8% |
| Admin fee / account holder | $923 | $10,441-91.2% | $6,267-85.3% | $11,426-91.9% |