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 | $18,005 | $96,305-81.3% | $80,569-77.7% | $139,434-87.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.87% | 1350.08%-1327.2pp | 935.43%-912.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,940 | $3,262-9.9% | $2,723+8.0% | $4,751-38.1% |
| Participant deferral / active EE | $7,233 | $5,232+38.3% | $4,447+62.6% | $6,710+7.8% |
| Admin fee / account holder | $420 | $6,599-93.6% | $5,377-92.2% | $11,403-96.3% |