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 4-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 | $15,490 | $70,756-78.1% | $65,493-76.3% | $142,382-89.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.60% | 1754.89%-1728.3pp | 982.45%-955.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $645 | $2,881-77.6% | $2,574-74.9% | $4,299-85.0% |
| Participant deferral / active EE | $4,079 | $4,637-12.0% | $3,961+3.0% | $6,507-37.3% |
| Admin fee / account holder | $1,075 | $6,559-83.6% | $5,028-78.6% | $12,624-91.5% |