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 | $12,373 | $76,738-83.9% | $56,411-78.1% | $145,922-91.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.79% | 2994.23%-2981.4pp | 1701.33%-1688.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,083 | $1,380+51.0% | $1,039+100.6% | $4,660-55.3% |
| Participant deferral / active EE | $1,527 | $2,623-41.8% | $1,952-21.8% | $6,688-77.2% |
| Admin fee / account holder | $492 | $3,334-85.2% | $2,829-82.6% | $13,397-96.3% |