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 | $38,007 | $102,317-62.9% | $146,958-74.1% | $80,856-53.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 63.14% | 134.76%-71.6pp | 418.34%-355.2pp | 35.59%+27.5pp |
| Employer contribution / active EE | $5,498 | $3,713+48.1% | $4,933+11.5% | $2,755+99.6% |
| Participant deferral / active EE | $11,414 | $6,644+71.8% | $8,070+41.4% | $4,296+165.7% |
| Admin fee / account holder | $3,773 | $7,941-52.5% | $12,998-71.0% | $6,918-45.5% |