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 | $41,276 | $102,317-59.7% | $146,958-71.9% | $80,856-49.0% |
| Participation rate | 90.7% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 44.26% | 134.76%-90.5pp | 418.34%-374.1pp | 35.59%+8.7pp |
| Employer contribution / active EE | $2,518 | $3,713-32.2% | $4,933-49.0% | $2,755-8.6% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,148 | $7,941-85.5% | $12,998-91.2% | $6,918-83.4% |