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 | $22,183 | $109,817-79.8% | $98,442-77.5% | $167,490-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.31% | 1956.69%-1946.4pp | 1492.73%-1482.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $23,102 | $3,224+616.6% | $2,960+680.5% | $4,837+377.6% |
| Participant deferral / active EE | $14,185 | $4,673+203.5% | $4,276+231.7% | $6,341+123.7% |
| Admin fee / account holder | $50,639 | $6,753+649.9% | $5,949+751.2% | $12,309+311.4% |