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 10-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 | $45,775 | $96,305-52.5% | $80,569-43.2% | $139,434-67.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.98% | 1350.08%-1326.1pp | 935.43%-911.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,392 | $3,262-26.7% | $2,723-12.2% | $4,751-49.7% |
| Participant deferral / active EE | $3,376 | $5,232-35.5% | $4,447-24.1% | $6,710-49.7% |
| Admin fee / account holder | $921 | $6,599-86.0% | $5,377-82.9% | $11,403-91.9% |