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 | $31,185 | $156,846-80.1% | $121,098-74.2% | $139,434-77.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 30.69% | 1474.56%-1443.9pp | 985.75%-955.1pp | 372.94%-342.3pp |
| Employer contribution / active EE | $5,833 | $5,536+5.4% | $4,164+40.1% | $4,751+22.8% |
| Participant deferral / active EE | $9,426 | $4,844+94.6% | $4,080+131.0% | $6,710+40.5% |
| Admin fee / account holder | $2,978 | $6,946-57.1% | $5,644-47.2% | $11,403-73.9% |