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 | $20,630 | $81,625-74.7% | $58,482-64.7% | $139,434-85.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.49% | 7404.20%-7389.7pp | 4239.32%-4224.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,054 | $1,398+46.9% | $1,053+95.0% | $4,751-56.8% |
| Participant deferral / active EE | $2,530 | $2,557-1.0% | $1,924+31.5% | $6,710-62.3% |
| Admin fee / account holder | $4,065 | $3,265+24.5% | $2,516+61.6% | $11,403-64.3% |