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 | $72,634 | $102,604-29.2% | $86,188-15.7% | $139,434-47.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.52% | 1922.51%-1907.0pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,988 | $3,032+31.5% | $2,380+67.6% | $4,751-16.1% |
| Participant deferral / active EE | $22,500 | $4,676+381.2% | $3,985+464.6% | $6,710+235.3% |
| Admin fee / account holder | $929 | $8,657-89.3% | $6,852-86.4% | $11,403-91.9% |