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 4-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 | $12,111 | $102,604-88.2% | $86,188-85.9% | $139,434-91.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.12% | 1922.51%-1899.4pp | 1168.45%-1145.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,216 | $3,032+6.0% | $2,380+35.1% | $4,751-32.3% |
| Participant deferral / active EE | $5,964 | $4,676+27.6% | $3,985+49.7% | $6,710-11.1% |
| Admin fee / account holder | $2,414 | $8,657-72.1% | $6,852-64.8% | $11,403-78.8% |