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 | $55,952 | $74,888-25.3% | $71,209-21.4% | $142,382-60.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 72.93% | 345.14%-272.2pp | 282.51%-209.6pp | 217.08%-144.1pp |
| Employer contribution / active EE | $1,725 | $2,854-39.6% | $2,721-36.6% | $4,299-59.9% |
| Participant deferral / active EE | $5,602 | $4,454+25.8% | $4,175+34.2% | $6,507-13.9% |
| Admin fee / account holder | $349 | $5,568-93.7% | $5,349-93.5% | $12,624-97.2% |