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 3-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 | $50,312 | $85,022-40.8% | $70,515-28.7% | $139,434-63.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 107.93% | 30.38%+77.5pp | 32.77%+75.2pp | 372.94%-265.0pp |
| Employer contribution / active EE | $21,031 | $3,909+438.0% | $2,973+607.3% | $4,751+342.7% |
| Participant deferral / active EE | $16,161 | $5,890+174.4% | $4,567+253.9% | $6,710+140.8% |
| Admin fee / account holder | $500 | $8,906-94.4% | $6,412-92.2% | $11,403-95.6% |