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 | $49,297 | $96,635-49.0% | $86,612-43.1% | $139,434-64.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.24% | 106.41%-90.2pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,879 | $3,263+49.5% | $3,022+61.4% | $4,751+2.7% |
| Participant deferral / active EE | $8,067 | $4,836+66.8% | $4,438+81.8% | $6,710+20.2% |
| Admin fee / account holder | $7,352 | $6,408+14.7% | $5,614+30.9% | $11,403-35.5% |