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 | $54,174 | $88,751-39.0% | $81,812-33.8% | $145,922-62.9% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 35.44% | 1025.40%-990.0pp | 773.79%-738.4pp | 561.29%-525.9pp |
| Employer contribution / active EE | $5,393 | $3,083+74.9% | $2,912+85.2% | $4,660+15.7% |
| Participant deferral / active EE | $10,360 | $4,643+123.1% | $4,319+139.9% | $6,688+54.9% |
| Admin fee / account holder | $2,606 | $8,415-69.0% | $7,386-64.7% | $13,397-80.5% |