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 | $45,452 | $81,625-44.3% | $58,482-22.3% | $139,434-67.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.15% | 7404.20%-7389.1pp | 4239.32%-4224.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,483 | $1,398+77.6% | $1,053+135.7% | $4,751-47.7% |
| Participant deferral / active EE | $12,049 | $2,557+371.3% | $1,924+526.3% | $6,710+79.6% |
| Admin fee / account holder | $348 | $3,265-89.3% | $2,516-86.2% | $11,403-96.9% |