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 | $7,984 | $70,756-88.7% | $65,493-87.8% | $142,382-94.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.89% | 1754.89%-1732.0pp | 982.45%-959.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,519 | $2,881-12.5% | $2,574-2.1% | $4,299-41.4% |
| Participant deferral / active EE | $2,937 | $4,637-36.7% | $3,961-25.8% | $6,507-54.9% |
| Admin fee / account holder | $993 | $6,559-84.9% | $5,028-80.3% | $12,624-92.1% |