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 | $52,634 | $96,305-45.3% | $80,569-34.7% | $139,434-62.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.61% | 1350.08%-1325.5pp | 935.43%-910.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,674 | $3,262-18.0% | $2,723-1.8% | $4,751-43.7% |
| Participant deferral / active EE | $11,596 | $5,232+121.6% | $4,447+160.7% | $6,710+72.8% |
| Admin fee / account holder | $2,440 | $6,599-63.0% | $5,377-54.6% | $11,403-78.6% |