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 5-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 | $50,277 | $106,515-52.8% | $96,683-48.0% | $139,434-63.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 117.18% | 38.43%+78.8pp | 35.69%+81.5pp | 372.94%-255.8pp |
| Employer contribution / active EE | $2,151 | $4,103-47.6% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $2,590 | $5,454-52.5% | $4,878-46.9% | $6,710-61.4% |
| Admin fee / account holder | $336 | $7,877-95.7% | $6,730-95.0% | $11,403-97.1% |