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 | $23,184 | $104,486-77.8% | $76,817-69.8% | $152,861-84.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.16% | 1013.37%-991.2pp | 1166.11%-1143.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,248 | $3,116+4.3% | $2,302+41.1% | $4,762-31.8% |
| Participant deferral / active EE | $1,667 | $4,236-60.7% | $3,336-50.0% | $5,850-71.5% |
| Admin fee / account holder | $410 | $12,275-96.7% | $6,420-93.6% | $11,596-96.5% |