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 8-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 | $10,919 | $76,738-85.8% | $56,411-80.6% | $145,922-92.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.70% | 2994.23%-2984.5pp | 1701.33%-1691.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,390 | $1,380+145.7% | $1,039+226.4% | $4,660-27.2% |
| Participant deferral / active EE | $8,061 | $2,623+207.4% | $1,952+313.0% | $6,688+20.5% |
| Admin fee / account holder | $24,868 | $3,334+645.9% | $2,829+779.1% | $13,397+85.6% |