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 | $18,214 | $106,543-82.9% | $91,220-80.0% | $134,475-86.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 66.19% | 160.60%-94.4pp | 114.01%-47.8pp | 417.96%-351.8pp |
| Employer contribution / active EE | $6,053 | $3,331+81.8% | $2,850+112.4% | $4,740+27.7% |
| Participant deferral / active EE | $2,620 | $4,719-44.5% | $4,234-38.1% | $6,400-59.1% |
| Admin fee / account holder | $312 | $6,231-95.0% | $5,420-94.2% | $11,426-97.3% |