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 | $23,053 | $126,574-81.8% | $106,213-78.3% | $145,922-84.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.30% | 224.79%-212.5pp | 116.14%-103.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,100 | $3,730-43.7% | $3,171-33.8% | $4,660-54.9% |
| Participant deferral / active EE | $4,800 | $5,724-16.1% | $5,016-4.3% | $6,688-28.2% |
| Admin fee / account holder | $326 | $17,304-98.1% | $11,033-97.0% | $13,397-97.6% |