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 | $46,780 | $77,314-39.5% | $177,989-73.7% | $80,856-42.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 3336.25% | 18.09%+3318.2pp | 294.48%+3041.8pp | 35.59%+3300.7pp |
| Employer contribution / active EE | $4,187 | $2,292+82.7% | $3,949+6.0% | $2,755+52.0% |
| Participant deferral / active EE | $8,001 | $4,411+81.4% | $6,276+27.5% | $4,296+86.2% |
| Admin fee / account holder | $1,242 | $7,191-82.7% | $10,363-88.0% | $6,918-82.1% |