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 4-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 | $59,908 | $159,901-62.5% | $146,958-59.2% | $145,922-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.06% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $8,264 | $5,286+56.3% | $4,933+67.5% | $4,660+77.4% |
| Participant deferral / active EE | $17,882 | $8,428+112.2% | $8,070+121.6% | $6,688+167.4% |
| Admin fee / account holder | $481 | $15,044-96.8% | $12,998-96.3% | $13,397-96.4% |