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 5-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 | $26,026 | $102,604-74.6% | $86,188-69.8% | $139,434-81.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.48% | 1922.51%-1892.0pp | 1168.45%-1138.0pp | 372.94%-342.5pp |
| Employer contribution / active EE | $3,615 | $3,032+19.2% | $2,380+51.9% | $4,751-23.9% |
| Participant deferral / active EE | $3,371 | $4,676-27.9% | $3,985-15.4% | $6,710-49.8% |
| Admin fee / account holder | $1,975 | $8,657-77.2% | $6,852-71.2% | $11,403-82.7% |