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 | $12,127 | $100,852-88.0% | $90,404-86.6% | $158,922-92.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 35.22% | 1724.20%-1689.0pp | 1293.02%-1257.8pp | 302.83%-267.6pp |
| Employer contribution / active EE | $2,055 | $3,689-44.3% | $3,262-37.0% | $4,761-56.8% |
| Participant deferral / active EE | $6,389 | $4,348+46.9% | $3,963+61.2% | $5,982+6.8% |
| Admin fee / account holder | $832 | $6,501-87.2% | $5,611-85.2% | $11,246-92.6% |