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 8-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 | $52,900 | $96,305-45.1% | $80,569-34.3% | $139,434-62.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.18% | 1350.08%-1329.9pp | 935.43%-915.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $8,183 | $3,262+150.9% | $2,723+200.5% | $4,751+72.2% |
| Participant deferral / active EE | $9,825 | $5,232+87.8% | $4,447+120.9% | $6,710+46.4% |
| Admin fee / account holder | $484 | $6,599-92.7% | $5,377-91.0% | $11,403-95.8% |