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 | $22,435 | $76,738-70.8% | $56,411-60.2% | $145,922-84.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,220 | $1,380+133.4% | $1,039+210.0% | $4,660-30.9% |
| Participant deferral / active EE | $5,435 | $2,623+107.2% | $1,952+178.5% | $6,688-18.7% |
| Admin fee / account holder | $2,908 | $3,334-12.8% | $2,829+2.8% | $13,397-78.3% |