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 | $15,288 | $124,185-87.7% | $108,410-85.9% | $167,490-90.9% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.8pp |
| Annual return | 65.91% | 1379.64%-1313.7pp | 905.27%-839.4pp | 478.56%-412.6pp |
| Employer contribution / active EE | $1,567 | $4,187-62.6% | $3,558-56.0% | $4,837-67.6% |
| Participant deferral / active EE | $4,287 | $6,908-38.0% | $6,563-34.7% | $6,341-32.4% |
| Admin fee / account holder | $454 | $9,455-95.2% | $7,295-93.8% | $12,309-96.3% |