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 | $15,262 | $76,738-80.1% | $56,411-72.9% | $145,922-89.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 2994.23%-2981.9pp | 1701.33%-1689.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,451 | $1,380+5.1% | $1,039+39.7% | $4,660-68.9% |
| Participant deferral / active EE | $4,165 | $2,623+58.8% | $1,952+113.4% | $6,688-37.7% |
| Admin fee / account holder | $10,077 | $3,334+202.3% | $2,829+256.2% | $13,397-24.8% |