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 | $23,363 | $57,281-59.2% | $86,612-73.0% | $75,163-68.9% |
| Participation rate | 86.3% | 63.2%+23.1pp | 71.7%+14.6pp | 67.2%+19.1pp |
| Annual return | 129.03% | 2670.75%-2541.7pp | 591.07%-462.0pp | 160.62%-31.6pp |
| Employer contribution / active EE | $6,609 | $2,314+185.5% | $3,022+118.7% | $2,670+147.5% |
| Participant deferral / active EE | $4,838 | $3,318+45.8% | $4,438+9.0% | $4,125+17.3% |
| Admin fee / account holder | $678 | $4,112-83.5% | $5,614-87.9% | $5,651-88.0% |