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 | $12,724 | $102,604-87.6% | $86,188-85.2% | $139,434-90.9% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 27.71% | 1922.51%-1894.8pp | 1168.45%-1140.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,584 | $3,032-47.8% | $2,380-33.4% | $4,751-66.7% |
| Participant deferral / active EE | $4,878 | $4,676+4.3% | $3,985+22.4% | $6,710-27.3% |
| Admin fee / account holder | $420 | $8,657-95.2% | $6,852-93.9% | $11,403-96.3% |