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 | $43,277 | $100,852-57.1% | $90,404-52.1% | $158,922-72.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.87% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,998 | $3,689+8.4% | $3,262+22.6% | $4,761-16.0% |
| Participant deferral / active EE | $10,491 | $4,348+141.3% | $3,963+164.7% | $5,982+75.4% |
| Admin fee / account holder | $5,612 | $6,501-13.7% | $5,6110% | $11,246-50.1% |