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 | $17,513 | $102,604-82.9% | $86,188-79.7% | $139,434-87.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 29.95% | 1922.51%-1892.6pp | 1168.45%-1138.5pp | 372.94%-343.0pp |
| Employer contribution / active EE | $2,261 | $3,032-25.5% | $2,380-5.0% | $4,751-52.4% |
| Participant deferral / active EE | $4,457 | $4,676-4.7% | $3,985+11.8% | $6,710-33.6% |
| Admin fee / account holder | $717 | $8,657-91.7% | $6,852-89.5% | $11,403-93.7% |