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 4-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 | $23,013 | $88,751-74.1% | $81,812-71.9% | $145,922-84.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.22% | 1025.40%-1004.2pp | 773.79%-752.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $4,436 | $3,083+43.9% | $2,912+52.3% | $4,660-4.8% |
| Participant deferral / active EE | $3,155 | $4,643-32.1% | $4,319-27.0% | $6,688-52.8% |
| Admin fee / account holder | $618 | $8,415-92.7% | $7,386-91.6% | $13,397-95.4% |