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 7-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 | $33,601 | $155,788-78.4% | $124,672-73.0% | $167,490-79.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 55.70% | 17.97%+37.7pp | 5142.93%-5087.2pp | 478.56%-422.9pp |
| Employer contribution / active EE | $3,480 | $4,163-16.4% | $3,324+4.7% | $4,837-28.1% |
| Participant deferral / active EE | $5,397 | $5,673-4.9% | $4,614+17.0% | $6,341-14.9% |
| Admin fee / account holder | $344 | $9,531-96.4% | $7,493-95.4% | $12,309-97.2% |