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 | $12,646 | $70,756-82.1% | $65,493-80.7% | $142,382-91.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.35% | 1754.89%-1735.5pp | 982.45%-963.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,803 | $2,881+32.0% | $2,574+47.7% | $4,299-11.5% |
| Participant deferral / active EE | $1,530 | $4,637-67.0% | $3,961-61.4% | $6,507-76.5% |
| Admin fee / account holder | $6,551 | $6,559-0.1% | $5,028+30.3% | $12,624-48.1% |