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 | $16,092 | $96,635-83.3% | $86,612-81.4% | $139,434-88.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 80.97% | 106.41%-25.4pp | 591.07%-510.1pp | 372.94%-292.0pp |
| Employer contribution / active EE | $5,278 | $3,263+61.7% | $3,022+74.6% | $4,751+11.1% |
| Participant deferral / active EE | $6,281 | $4,836+29.9% | $4,438+41.5% | $6,710-6.4% |
| Admin fee / account holder | $2,065 | $6,408-67.8% | $5,614-63.2% | $11,403-81.9% |