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 | $21,973 | $73,515-70.1% | $62,995-65.1% | $147,584-85.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.22% | 175.43%-161.2pp | 87.57%-73.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,105 | $3,320-36.6% | $2,759-23.7% | $4,876-56.8% |
| Participant deferral / active EE | $4,209 | $4,185+0.6% | $3,329+26.4% | $5,439-22.6% |
| Admin fee / account holder | $19,032 | $5,953+219.7% | $3,600+428.7% | $10,885+74.8% |