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 | $12,475 | $100,852-87.6% | $90,404-86.2% | $158,922-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 128.11% | 1724.20%-1596.1pp | 1293.02%-1164.9pp | 302.83%-174.7pp |
| Employer contribution / active EE | $3,397 | $3,689-7.9% | $3,262+4.1% | $4,761-28.6% |
| Participant deferral / active EE | $7,971 | $4,348+83.3% | $3,963+101.1% | $5,982+33.2% |
| Admin fee / account holder | $489 | $6,501-92.5% | $5,611-91.3% | $11,246-95.7% |