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 7-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 | $15,543 | $100,852-84.6% | $90,404-82.8% | $158,922-90.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.86% | 1724.20%-1698.3pp | 1293.02%-1267.2pp | 302.83%-277.0pp |
| Employer contribution / active EE | $3,673 | $3,689-0.4% | $3,262+12.6% | $4,761-22.9% |
| Participant deferral / active EE | $4,318 | $4,348-0.7% | $3,963+8.9% | $5,982-27.8% |
| Admin fee / account holder | $667 | $6,501-89.7% | $5,611-88.1% | $11,246-94.1% |