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 | $11,577 | $72,400-84.0% | $67,502-82.8% | $145,922-92.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 21.91% | 7182.46%-7160.5pp | 3512.12%-3490.2pp | 561.29%-539.4pp |
| Employer contribution / active EE | $4,262 | $3,069+38.9% | $2,731+56.1% | $4,660-8.5% |
| Participant deferral / active EE | $4,999 | $4,783+4.5% | $4,000+25.0% | $6,688-25.3% |
| Admin fee / account holder | $471 | $5,539-91.5% | $3,998-88.2% | $13,397-96.5% |