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 | $28,517 | $100,852-71.7% | $90,404-68.5% | $158,922-82.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.35% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $491 | $3,689-86.7% | $3,262-84.9% | $4,761-89.7% |
| Participant deferral / active EE | $948 | $4,348-78.2% | $3,963-76.1% | $5,982-84.2% |
| Admin fee / account holder | $336 | $6,501-94.8% | $5,611-94.0% | $11,246-97.0% |