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 10-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 | $20,338 | $99,020-79.5% | $86,590-76.5% | $147,584-86.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.40% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,500 | $3,132-20.2% | $2,839-12.0% | $4,876-48.7% |
| Participant deferral / active EE | $900 | $3,972-77.3% | $3,609-75.1% | $5,439-83.5% |
| Admin fee / account holder | $900 | $5,710-84.2% | $4,906-81.7% | $10,885-91.7% |