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 10-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 | $78,160 | $124,319-37.1% | $111,297-29.8% | $167,490-53.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 91.54% | 37.44%+54.1pp | 54.65%+36.9pp | 478.56%-387.0pp |
| Employer contribution / active EE | $16,499 | $3,435+380.3% | $2,731+504.1% | $4,837+241.1% |
| Participant deferral / active EE | $3,108 | $5,180-40.0% | $4,487-30.7% | $6,341-51.0% |
| Admin fee / account holder | $771 | $10,618-92.7% | $7,964-90.3% | $12,309-93.7% |