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 | $14,313 | $100,852-85.8% | $90,404-84.2% | $158,922-91.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 41.78% | 1724.20%-1682.4pp | 1293.02%-1251.2pp | 302.83%-261.0pp |
| Employer contribution / active EE | $6,512 | $3,689+76.5% | $3,262+99.6% | $4,761+36.8% |
| Participant deferral / active EE | $8,086 | $4,348+86.0% | $3,963+104.0% | $5,982+35.2% |
| Admin fee / account holder | $308 | $6,501-95.3% | $5,611-94.5% | $11,246-97.3% |