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 9-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 | $23,767 | $70,606-66.3% | $53,898-55.9% | $142,382-83.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 26.02% | 619.81%-593.8pp | 528.60%-502.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,076 | $1,202+72.7% | $932+122.7% | $4,299-51.7% |
| Participant deferral / active EE | $4,548 | $2,364+92.4% | $1,826+149.0% | $6,507-30.1% |
| Admin fee / account holder | $7,370 | $2,852+158.4% | $2,491+195.9% | $12,624-41.6% |