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 3-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 | $20,223 | $123,909-83.7% | $69,647-71.0% | $145,922-86.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 190.55%-176.9pp | 100.48%-86.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,639 | $2,682+35.7% | $1,712+112.5% | $4,660-21.9% |
| Participant deferral / active EE | $5,383 | $4,236+27.1% | $2,886+86.5% | $6,688-19.5% |
| Admin fee / account holder | $1,042 | $7,863-86.7% | $4,713-77.9% | $13,397-92.2% |