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 | $30,239 | $72,400-58.2% | $67,502-55.2% | $145,922-79.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.29% | 7182.46%-7164.2pp | 3512.12%-3493.8pp | 561.29%-543.0pp |
| Employer contribution / active EE | $4,511 | $3,069+47.0% | $2,731+65.2% | $4,660-3.2% |
| Participant deferral / active EE | $8,780 | $4,783+83.6% | $4,000+119.5% | $6,688+31.3% |
| Admin fee / account holder | $6,590 | $5,539+19.0% | $3,998+64.8% | $13,397-50.8% |