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 | $14,066 | $102,604-86.3% | $86,188-83.7% | $139,434-89.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.41% | 1922.51%-1904.1pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $763 | $3,032-74.8% | $2,380-67.9% | $4,751-83.9% |
| Participant deferral / active EE | $1,550 | $4,676-66.8% | $3,985-61.1% | $6,710-76.9% |
| Admin fee / account holder | $569 | $8,657-93.4% | $6,852-91.7% | $11,403-95.0% |