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 5-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 | $16,087 | $102,604-84.3% | $86,188-81.3% | $139,434-88.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 32.97% | 1922.51%-1889.5pp | 1168.45%-1135.5pp | 372.94%-340.0pp |
| Employer contribution / active EE | $2,972 | $3,032-2.0% | $2,380+24.9% | $4,751-37.4% |
| Participant deferral / active EE | $10,874 | $4,676+132.6% | $3,985+172.8% | $6,710+62.0% |
| Admin fee / account holder | $915 | $8,657-89.4% | $6,852-86.6% | $11,403-92.0% |