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 3-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 | $39,744 | $127,065-68.7% | $113,168-64.9% | $142,382-72.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 115.66% | 24.03%+91.6pp | 24.27%+91.4pp | 217.08%-101.4pp |
| Employer contribution / active EE | $4,034 | $3,442+17.2% | $2,975+35.6% | $4,299-6.2% |
| Participant deferral / active EE | $4,370 | $5,716-23.5% | $5,107-14.4% | $6,507-32.8% |
| Admin fee / account holder | $1,219 | $15,736-92.3% | $12,068-89.9% | $12,624-90.3% |