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 | $47,652 | $96,305-50.5% | $80,569-40.9% | $139,434-65.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.23% | 1350.08%-1326.9pp | 935.43%-912.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $3,002 | $3,262-8.0% | $2,723+10.2% | $4,751-36.8% |
| Participant deferral / active EE | $26,250 | $5,232+401.7% | $4,447+490.2% | $6,710+291.2% |
| Admin fee / account holder | $625 | $6,599-90.5% | $5,377-88.4% | $11,403-94.5% |