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 4-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 | $23,513 | $90,348-74.0% | $75,972-69.1% | $145,922-83.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.74% | 620.88%-609.1pp | 359.55%-347.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,589 | $3,311+68.8% | $2,685+108.2% | $4,660+20.0% |
| Participant deferral / active EE | $11,171 | $5,162+116.4% | $4,255+162.5% | $6,688+67.0% |
| Admin fee / account holder | $16,253 | $8,467+92.0% | $6,467+151.3% | $13,397+21.3% |