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 8-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 | $21,240 | $88,751-76.1% | $81,812-74.0% | $145,922-85.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.67% | 1025.40%-1007.7pp | 773.79%-756.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,430 | $3,083-21.2% | $2,912-16.5% | $4,660-47.8% |
| Participant deferral / active EE | $3,885 | $4,643-16.3% | $4,319-10.0% | $6,688-41.9% |
| Admin fee / account holder | $1,606 | $8,415-80.9% | $7,386-78.3% | $13,397-88.0% |