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 | $18,291 | $70,756-74.1% | $65,493-72.1% | $142,382-87.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.92% | 1754.89%-1737.0pp | 982.45%-964.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,448 | $2,881-15.0% | $2,574-4.9% | $4,299-43.1% |
| Participant deferral / active EE | $1,941 | $4,637-58.1% | $3,961-51.0% | $6,507-70.2% |
| Admin fee / account holder | $1,112 | $6,559-83.0% | $5,028-77.9% | $12,624-91.2% |