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 | $19,193 | $88,751-78.4% | $81,812-76.5% | $145,922-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 45.23% | 1025.40%-980.2pp | 773.79%-728.6pp | 561.29%-516.1pp |
| Employer contribution / active EE | $2,476 | $3,083-19.7% | $2,912-15.0% | $4,660-46.9% |
| Participant deferral / active EE | $9,259 | $4,643+99.4% | $4,319+114.4% | $6,688+38.5% |
| Admin fee / account holder | $466 | $8,415-94.5% | $7,386-93.7% | $13,397-96.5% |