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 | $19,825 | $99,020-80.0% | $86,590-77.1% | $147,584-86.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.03% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,174 | $3,132-30.6% | $2,839-23.4% | $4,876-55.4% |
| Participant deferral / active EE | $10,033 | $3,972+152.6% | $3,609+178.0% | $5,439+84.5% |
| Admin fee / account holder | $10,195 | $5,710+78.5% | $4,906+107.8% | $10,885-6.3% |