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 | $44,266 | $96,305-54.0% | $80,569-45.1% | $139,434-68.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.82% | 1350.08%-1332.3pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $10,234 | $3,262+213.7% | $2,723+275.8% | $4,751+115.4% |
| Participant deferral / active EE | $15,648 | $5,232+199.1% | $4,447+251.8% | $6,710+133.2% |
| Admin fee / account holder | $2,401 | $6,599-63.6% | $5,377-55.4% | $11,403-78.9% |