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 | $50,890 | $74,888-32.0% | $71,209-28.5% | $142,382-64.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.00% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,597 | $2,854+61.1% | $2,721+68.9% | $4,299+6.9% |
| Participant deferral / active EE | $9,194 | $4,454+106.4% | $4,175+120.2% | $6,507+41.3% |
| Admin fee / account holder | $356 | $5,568-93.6% | $5,349-93.3% | $12,624-97.2% |