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 7-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 | $75,760 | $91,190-16.9% | $178,490-57.6% | $79,858-5.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 349.76% | 24.19%+325.6pp | 151.07%+198.7pp | 31.71%+318.0pp |
| Employer contribution / active EE | $3,335 | $3,256+2.4% | $5,011-33.4% | $2,471+35.0% |
| Participant deferral / active EE | $3,687 | $3,236+13.9% | $5,202-29.1% | $3,740-1.4% |
| Admin fee / account holder | $4,622 | $6,751-31.5% | $13,984-66.9% | $5,306-12.9% |