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 | $40,812 | $100,852-59.5% | $90,404-54.9% | $158,922-74.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.22% | 1724.20%-1698.0pp | 1293.02%-1266.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $7,617 | $3,689+106.5% | $3,262+133.5% | $4,761+60.0% |
| Participant deferral / active EE | $16,045 | $4,348+269.0% | $3,963+304.8% | $5,982+168.2% |
| Admin fee / account holder | $2,577 | $6,501-60.4% | $5,611-54.1% | $11,246-77.1% |