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 | $19,634 | $185,200-89.4% | $142,863-86.3% | $167,490-88.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.80% | 8555.70%-8540.9pp | 5637.54%-5622.7pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,346 | $5,604-76.0% | $4,144-67.5% | $4,837-72.2% |
| Participant deferral / active EE | $863 | $4,494-80.8% | $3,837-77.5% | $6,341-86.4% |
| Admin fee / account holder | $11,353 | $8,031+41.4% | $6,560+73.1% | $12,309-7.8% |