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 6-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 | $20,136 | $96,305-79.1% | $80,569-75.0% | $139,434-85.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.64% | 1350.08%-1329.4pp | 935.43%-914.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,399 | $3,262-26.5% | $2,723-11.9% | $4,751-49.5% |
| Participant deferral / active EE | $5,253 | $5,232+0.4% | $4,447+18.1% | $6,710-21.7% |
| Admin fee / account holder | $337 | $6,599-94.9% | $5,377-93.7% | $11,403-97.0% |