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 6-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 | $12,205 | $100,852-87.9% | $90,404-86.5% | $158,922-92.3% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 160.20% | 1724.20%-1564.0pp | 1293.02%-1132.8pp | 302.83%-142.6pp |
| Employer contribution / active EE | $2,927 | $3,689-20.6% | $3,262-10.3% | $4,761-38.5% |
| Participant deferral / active EE | $3,188 | $4,348-26.7% | $3,963-19.6% | $5,982-46.7% |
| Admin fee / account holder | $12,573 | $6,501+93.4% | $5,611+124.1% | $11,246+11.8% |