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 | $14,666 | $96,305-84.8% | $80,569-81.8% | $139,434-89.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 51.10% | 1350.08%-1299.0pp | 935.43%-884.3pp | 372.94%-321.8pp |
| Employer contribution / active EE | $2,237 | $3,262-31.4% | $2,723-17.9% | $4,751-52.9% |
| Participant deferral / active EE | $4,085 | $5,232-21.9% | $4,447-8.2% | $6,710-39.1% |
| Admin fee / account holder | $530 | $6,599-92.0% | $5,377-90.1% | $11,403-95.4% |