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 | $23,971 | $88,751-73.0% | $81,812-70.7% | $145,922-83.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.17% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,005 | $3,083-2.5% | $2,912+3.2% | $4,660-35.5% |
| Participant deferral / active EE | $4,083 | $4,643-12.1% | $4,319-5.4% | $6,688-38.9% |
| Admin fee / account holder | $2,159 | $8,415-74.3% | $7,386-70.8% | $13,397-83.9% |