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 5-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 | $27,890 | $70,756-60.6% | $65,493-57.4% | $142,382-80.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.43% | 1754.89%-1738.5pp | 982.45%-966.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,839 | $2,881-36.2% | $2,574-28.6% | $4,299-57.2% |
| Participant deferral / active EE | $5,760 | $4,637+24.2% | $3,961+45.4% | $6,507-11.5% |
| Admin fee / account holder | $833 | $6,559-87.3% | $5,028-83.4% | $12,624-93.4% |