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 9-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 | $33,927 | $176,662-80.8% | $130,648-74.0% | $152,861-77.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 28.40% | 2692.24%-2663.8pp | 1708.96%-1680.6pp | 345.32%-316.9pp |
| Employer contribution / active EE | $5,512 | $5,742-4.0% | $4,092+34.7% | $4,762+15.7% |
| Participant deferral / active EE | $6,023 | $4,361+38.1% | $3,603+67.2% | $5,850+3.0% |
| Admin fee / account holder | $4,988 | $7,133-30.1% | $5,464-8.7% | $11,596-57.0% |