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 | $49,629 | $81,625-39.2% | $58,482-15.1% | $139,434-64.4% |
| Participation rate | 91.7% | 61.3%+30.3pp | 50.9%+40.8pp | 80.3%+11.3pp |
| Annual return | 30.72% | 7404.20%-7373.5pp | 4239.32%-4208.6pp | 372.94%-342.2pp |
| Employer contribution / active EE | $12,954 | $1,398+826.4% | $1,053+1129.9% | $4,751+172.7% |
| Participant deferral / active EE | $8,244 | $2,557+222.5% | $1,924+328.5% | $6,710+22.9% |
| Admin fee / account holder | $505 | $3,265-84.5% | $2,516-79.9% | $11,403-95.6% |