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 3-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 | $6,479 | $70,606-90.8% | $53,898-88.0% | $142,382-95.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 41.35% | 619.81%-578.5pp | 528.60%-487.2pp | 217.08%-175.7pp |
| Employer contribution / active EE | $3,387 | $1,202+181.8% | $932+263.4% | $4,299-21.2% |
| Participant deferral / active EE | $3,200 | $2,364+35.4% | $1,826+75.2% | $6,507-50.8% |
| Admin fee / account holder | $968 | $2,852-66.0% | $2,491-61.1% | $12,624-92.3% |