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 | $39,388 | $100,852-60.9% | $90,404-56.4% | $158,922-75.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.25% | 1724.20%-1709.0pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $8,207 | $3,689+122.5% | $3,262+151.6% | $4,761+72.4% |
| Participant deferral / active EE | $4,103 | $4,348-5.6% | $3,963+3.5% | $5,982-31.4% |
| Admin fee / account holder | $3,342 | $6,501-48.6% | $5,611-40.4% | $11,246-70.3% |