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 | $26,056 | $96,305-72.9% | $80,569-67.7% | $139,434-81.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.44% | 1350.08%-1325.6pp | 935.43%-911.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,347 | $3,262-28.0% | $2,723-13.8% | $4,751-50.6% |
| Participant deferral / active EE | $9,977 | $5,232+90.7% | $4,447+124.3% | $6,710+48.7% |
| Admin fee / account holder | $666 | $6,599-89.9% | $5,377-87.6% | $11,403-94.2% |