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 3-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 | $27,189 | $70,756-61.6% | $65,493-58.5% | $142,382-80.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.52% | 1754.89%-1734.4pp | 982.45%-961.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,656 | $2,881+26.9% | $2,574+42.0% | $4,299-15.0% |
| Participant deferral / active EE | $10,078 | $4,637+117.3% | $3,961+154.4% | $6,507+54.9% |
| Admin fee / account holder | $369 | $6,559-94.4% | $5,028-92.7% | $12,624-97.1% |