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 9-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 | $51,919 | $98,240-47.2% | $82,313-36.9% | $147,584-64.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 56.56% | 30.85%+25.7pp | 25.88%+30.7pp | 578.55%-522.0pp |
| Employer contribution / active EE | $5,849 | $3,192+83.3% | $2,428+140.9% | $4,876+19.9% |
| Participant deferral / active EE | $6,234 | $4,383+42.2% | $3,706+68.2% | $5,439+14.6% |
| Admin fee / account holder | $2,940 | $8,563-65.7% | $5,608-47.6% | $10,885-73.0% |