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 | $27,947 | $76,738-63.6% | $56,411-50.5% | $145,922-80.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.29% | 2994.23%-2976.9pp | 1701.33%-1684.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,745 | $1,380+99.0% | $1,039+164.3% | $4,660-41.1% |
| Participant deferral / active EE | $2,964 | $2,623+13.0% | $1,952+51.9% | $6,688-55.7% |
| Admin fee / account holder | $1,557 | $3,334-53.3% | $2,829-44.9% | $13,397-88.4% |