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 | $11,893 | $100,852-88.2% | $90,404-86.8% | $158,922-92.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 80.46% | 1724.20%-1643.7pp | 1293.02%-1212.6pp | 302.83%-222.4pp |
| Employer contribution / active EE | $21,193 | $3,689+474.6% | $3,262+549.7% | $4,761+345.1% |
| Participant deferral / active EE | $2,527 | $4,348-41.9% | $3,963-36.2% | $5,982-57.8% |
| Admin fee / account holder | $18,082 | $6,501+178.1% | $5,611+222.3% | $11,246+60.8% |