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 | $15,133 | $81,625-81.5% | $58,482-74.1% | $139,434-89.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.99% | 7404.20%-7392.2pp | 4239.32%-4227.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $4,424 | $1,398+216.4% | $1,053+320.1% | $4,751-6.9% |
| Participant deferral / active EE | $1,875 | $2,557-26.6% | $1,924-2.5% | $6,710-72.1% |
| Admin fee / account holder | $2,090 | $3,265-36.0% | $2,516-16.9% | $11,403-81.7% |