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 | $17,567 | $81,625-78.5% | $58,482-70.0% | $139,434-87.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.48% | 7404.20%-7389.7pp | 4239.32%-4224.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,937 | $1,398+110.0% | $1,053+178.8% | $4,751-38.2% |
| Participant deferral / active EE | $4,451 | $2,557+74.1% | $1,924+131.4% | $6,710-33.7% |
| Admin fee / account holder | $2,280 | $3,265-30.2% | $2,516-9.4% | $11,403-80.0% |