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 | $19,662 | $88,751-77.8% | $81,812-76.0% | $145,922-86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.76% | 1025.40%-1003.6pp | 773.79%-752.0pp | 561.29%-539.5pp |
| Employer contribution / active EE | $2,189 | $3,083-29.0% | $2,912-24.8% | $4,660-53.0% |
| Participant deferral / active EE | $3,964 | $4,643-14.6% | $4,319-8.2% | $6,688-40.7% |
| Admin fee / account holder | $8,723 | $8,415+3.7% | $7,386+18.1% | $13,397-34.9% |