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 | $151,731 | $81,625+85.9% | $167,512-9.4% | $74,304+104.2% |
| Participation rate | 96.0% | 60.0%+36.0pp | 77.1%+19.0pp | 60.3%+35.7pp |
| Annual return | 77.84% | 26.09%+51.7pp | 1615.79%-1538.0pp | 29.43%+48.4pp |
| Employer contribution / active EE | $12,658 | $2,010+529.7% | $3,882+226.1% | $2,241+464.8% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $5,492 | $3,474+58.1% | $9,769-43.8% | $2,969+85.0% |