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 | $28,356 | $99,020-71.4% | $86,590-67.3% | $147,584-80.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.94% | 1312.34%-1302.4pp | 964.84%-954.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $2,655 | $3,132-15.2% | $2,839-6.5% | $4,876-45.6% |
| Participant deferral / active EE | $7,902 | $3,972+98.9% | $3,609+119.0% | $5,439+45.3% |
| Admin fee / account holder | $407 | $5,710-92.9% | $4,906-91.7% | $10,885-96.3% |