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 | $49,332 | $183,519-73.1% | $155,509-68.3% | $145,922-66.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.81% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $24,624 | $5,313+363.5% | $4,672+427.0% | $4,660+428.5% |
| Participant deferral / active EE | $11,545 | $6,462+78.6% | $5,626+105.2% | $6,688+72.6% |
| Admin fee / account holder | $990 | $19,313-94.9% | $15,912-93.8% | $13,397-92.6% |