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 3-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 | $14,302 | $88,751-83.9% | $81,812-82.5% | $145,922-90.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.65% | 1025.40%-1003.7pp | 773.79%-752.1pp | 561.29%-539.6pp |
| Employer contribution / active EE | $4,130 | $3,083+33.9% | $2,912+41.8% | $4,660-11.4% |
| Participant deferral / active EE | $9,097 | $4,643+95.9% | $4,319+110.6% | $6,688+36.0% |
| Admin fee / account holder | $2,740 | $8,415-67.4% | $7,386-62.9% | $13,397-79.5% |