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 | $20,332 | $111,724-81.8% | $93,606-78.3% | $145,922-86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.48% | 202.98%-185.5pp | 133.20%-115.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,079 | $3,090-32.7% | $2,420-14.1% | $4,660-55.4% |
| Participant deferral / active EE | $2,626 | $4,912-46.5% | $4,411-40.5% | $6,688-60.7% |
| Admin fee / account holder | $500 | $10,250-95.1% | $8,285-94.0% | $13,397-96.3% |