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 6-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 | $41,806 | $73,515-43.1% | $62,995-33.6% | $147,584-71.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.63% | 175.43%-160.8pp | 87.57%-72.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,549 | $3,320+6.9% | $2,759+28.6% | $4,876-27.2% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $636 | $5,953-89.3% | $3,600-82.3% | $10,885-94.2% |