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 6-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 | $33,340 | $102,317-67.4% | $146,958-77.3% | $80,856-58.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 35.05% | 134.76%-99.7pp | 418.34%-383.3pp | 35.59%-0.5pp |
| Employer contribution / active EE | $4,303 | $3,713+15.9% | $4,933-12.8% | $2,755+56.2% |
| Participant deferral / active EE | $7,348 | $6,644+10.6% | $8,070-9.0% | $4,296+71.0% |
| Admin fee / account holder | $3,047 | $7,941-61.6% | $12,998-76.6% | $6,918-56.0% |