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 | $23,682 | $100,852-76.5% | $90,404-73.8% | $158,922-85.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.18% | 1724.20%-1712.0pp | 1293.02%-1280.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,211 | $3,689-40.1% | $3,262-32.2% | $4,761-53.6% |
| Participant deferral / active EE | $1,457 | $4,348-66.5% | $3,963-63.2% | $5,982-75.6% |
| Admin fee / account holder | $16,255 | $6,501+150.0% | $5,611+189.7% | $11,246+44.5% |