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 8-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 | $12,858 | $100,852-87.3% | $90,404-85.8% | $158,922-91.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.72% | 1724.20%-1691.5pp | 1293.02%-1260.3pp | 302.83%-270.1pp |
| Employer contribution / active EE | $3,628 | $3,689-1.6% | $3,262+11.2% | $4,761-23.8% |
| Participant deferral / active EE | $3,997 | $4,348-8.1% | $3,963+0.8% | $5,982-33.2% |
| Admin fee / account holder | $1,722 | $6,501-73.5% | $5,611-69.3% | $11,246-84.7% |