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 | $41,098 | $102,604-59.9% | $86,188-52.3% | $139,434-70.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 8.86% | 1922.51%-1913.6pp | 1168.45%-1159.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $13,000 | $3,032+328.7% | $2,380+446.2% | $4,751+173.6% |
| Participant deferral / active EE | $12,000 | $4,676+156.6% | $3,985+201.1% | $6,710+78.8% |
| Admin fee / account holder | $59,405 | $8,657+586.2% | $6,852+767.0% | $11,403+421.0% |