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 6-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 | $27,328 | $49,922-45.3% | $80,569-66.1% | $75,163-63.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 34.02% | 34.69%-0.7pp | 935.43%-901.4pp | 160.62%-126.6pp |
| Employer contribution / active EE | $4,288 | $1,698+152.5% | $2,723+57.4% | $2,670+60.6% |
| Participant deferral / active EE | $8,991 | $2,990+200.7% | $4,447+102.2% | $4,125+118.0% |
| Admin fee / account holder | $982 | $3,577-72.6% | $5,377-81.7% | $5,651-82.6% |