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 | $29,409 | $22,587+30.2% | $65,255-54.9% | $75,163-60.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 65.0%+35.0pp | 67.2%+32.8pp |
| Annual return | 18.93% | 71.03%-52.1pp | 47.35%-28.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $6,325 | $941+572.5% | $1,691+274.0% | $2,670+136.9% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,831-100.0% | $4,125-100.0% |
| Admin fee / account holder | $693 | $1,876-63.0% | $4,112-83.1% | $5,651-87.7% |