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 9-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 | $23,671 | $108,642-78.2% | $74,701-68.3% | $152,861-84.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.51% | 114.06%-91.6pp | 752.92%-730.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,137 | $1,503+42.2% | $1,084+97.2% | $4,762-55.1% |
| Participant deferral / active EE | $7,215 | $2,712+166.0% | $1,964+267.5% | $5,850+23.3% |
| Admin fee / account holder | $1,351 | $4,902-72.5% | $3,333-59.5% | $11,596-88.4% |