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 | $50,769 | $108,919-53.4% | $100,391-49.4% | $145,922-65.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 165.10% | 57.88%+107.2pp | 49.20%+115.9pp | 561.29%-396.2pp |
| Employer contribution / active EE | $6,717 | $4,419+52.0% | $3,942+70.4% | $4,660+44.1% |
| Participant deferral / active EE | $9,719 | $8,445+15.1% | $8,082+20.3% | $6,688+45.3% |
| Admin fee / account holder | $321 | $9,689-96.7% | $7,899-95.9% | $13,397-97.6% |