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 4-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 | $11,870 | $76,738-84.5% | $56,411-79.0% | $145,922-91.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,115 | $1,380+53.2% | $1,039+103.6% | $4,660-54.6% |
| Participant deferral / active EE | $2,795 | $2,623+6.6% | $1,952+43.2% | $6,688-58.2% |
| Admin fee / account holder | $4,304 | $3,334+29.1% | $2,829+52.2% | $13,397-67.9% |