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 | $20,403 | $96,305-78.8% | $80,569-74.7% | $139,434-85.4% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 39.35% | 1350.08%-1310.7pp | 935.43%-896.1pp | 372.94%-333.6pp |
| Employer contribution / active EE | $531 | $3,262-83.7% | $2,723-80.5% | $4,751-88.8% |
| Participant deferral / active EE | $1,034 | $5,232-80.2% | $4,447-76.7% | $6,710-84.6% |
| Admin fee / account holder | $5,687 | $6,599-13.8% | $5,377+5.8% | $11,403-50.1% |