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 | $57,502 | $102,317-43.8% | $146,958-60.9% | $80,856-28.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.44% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $6,661 | $3,713+79.4% | $4,933+35.0% | $2,755+141.8% |
| Participant deferral / active EE | $15,967 | $6,644+140.3% | $8,070+97.9% | $4,296+271.7% |
| Admin fee / account holder | $1,355 | $7,941-82.9% | $12,998-89.6% | $6,918-80.4% |