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 7-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 | $18,449 | $100,852-81.7% | $90,404-79.6% | $158,922-88.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 69.85% | 1724.20%-1654.4pp | 1293.02%-1223.2pp | 302.83%-233.0pp |
| Employer contribution / active EE | $2,350 | $3,689-36.3% | $3,262-28.0% | $4,761-50.6% |
| Participant deferral / active EE | $3,708 | $4,348-14.7% | $3,963-6.5% | $5,982-38.0% |
| Admin fee / account holder | $520 | $6,501-92.0% | $5,611-90.7% | $11,246-95.4% |