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 | $28,651 | $102,317-72.0% | $146,958-80.5% | $80,856-64.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 36.17% | 134.76%-98.6pp | 418.34%-382.2pp | 35.59%+0.6pp |
| Employer contribution / active EE | $2,935 | $3,713-21.0% | $4,933-40.5% | $2,755+6.5% |
| Participant deferral / active EE | $7,595 | $6,644+14.3% | $8,070-5.9% | $4,296+76.8% |
| Admin fee / account holder | $1,680 | $7,941-78.8% | $12,998-87.1% | $6,918-75.7% |