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 | $40,751 | $104,486-61.0% | $76,817-46.9% | $152,861-73.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.50% | 1013.37%-990.9pp | 1166.11%-1143.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,695 | $3,116-45.6% | $2,302-26.4% | $4,762-64.4% |
| Participant deferral / active EE | $1,865 | $4,236-56.0% | $3,336-44.1% | $5,850-68.1% |
| Admin fee / account holder | $2,293 | $12,275-81.3% | $6,420-64.3% | $11,596-80.2% |