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 | $14,539 | $102,604-85.8% | $86,188-83.1% | $139,434-89.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.33% | 1922.51%-1902.2pp | 1168.45%-1148.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $5,091 | $3,032+67.9% | $2,380+113.9% | $4,751+7.2% |
| Participant deferral / active EE | $1,999 | $4,676-57.2% | $3,985-49.8% | $6,710-70.2% |
| Admin fee / account holder | $567 | $8,657-93.5% | $6,852-91.7% | $11,403-95.0% |