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 | $46,739 | $102,317-54.3% | $146,958-68.2% | $80,856-42.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.81% | 134.76%-108.9pp | 418.34%-392.5pp | 35.59%-9.8pp |
| Employer contribution / active EE | $3,588 | $3,713-3.4% | $4,933-27.3% | $2,755+30.2% |
| Participant deferral / active EE | $12,111 | $6,644+82.3% | $8,070+50.1% | $4,296+181.9% |
| Admin fee / account holder | $1,721 | $7,941-78.3% | $12,998-86.8% | $6,918-75.1% |