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 3-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 | $24,819 | $88,751-72.0% | $81,812-69.7% | $145,922-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.53% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,492 | $3,083+45.7% | $2,912+54.2% | $4,660-3.6% |
| Participant deferral / active EE | $6,933 | $4,643+49.3% | $4,319+60.5% | $6,688+3.7% |
| Admin fee / account holder | $3,527 | $8,415-58.1% | $7,386-52.2% | $13,397-73.7% |