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 | $15,431 | $88,751-82.6% | $81,812-81.1% | $145,922-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.92% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,612 | $3,083+49.6% | $2,912+58.4% | $4,660-1.0% |
| Participant deferral / active EE | $3,561 | $4,643-23.3% | $4,319-17.5% | $6,688-46.7% |
| Admin fee / account holder | $504 | $8,415-94.0% | $7,386-93.2% | $13,397-96.2% |