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 6-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 | $55,761 | $111,724-50.1% | $93,606-40.4% | $145,922-61.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.44% | 202.98%-188.5pp | 133.20%-118.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,983 | $3,090+61.3% | $2,420+105.9% | $4,660+6.9% |
| Participant deferral / active EE | $16,818 | $4,912+242.4% | $4,411+281.2% | $6,688+151.5% |
| Admin fee / account holder | $791 | $10,250-92.3% | $8,285-90.5% | $13,397-94.1% |