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 7-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 | $45,768 | $126,574-63.8% | $106,213-56.9% | $145,922-68.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 71.76% | 224.79%-153.0pp | 116.14%-44.4pp | 561.29%-489.5pp |
| Employer contribution / active EE | $61,986 | $3,730+1561.6% | $3,171+1854.5% | $4,660+1230.3% |
| Participant deferral / active EE | $16,657 | $5,724+191.0% | $5,016+232.1% | $6,688+149.1% |
| Admin fee / account holder | $295,132 | $17,304+1605.6% | $11,033+2575.0% | $13,397+2103.0% |