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 8-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 | $20,824 | $110,502-81.2% | $80,716-74.2% | $167,490-87.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 37.20% | 120.54%-83.3pp | 87.28%-50.1pp | 478.56%-441.4pp |
| Employer contribution / active EE | $1,806 | $1,543+17.1% | $1,160+55.7% | $4,837-62.7% |
| Participant deferral / active EE | $4,866 | $2,871+69.5% | $2,146+126.8% | $6,341-23.3% |
| Admin fee / account holder | $709 | $4,545-84.4% | $3,380-79.0% | $12,309-94.2% |