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 | $35,040 | $76,738-54.3% | $56,411-37.9% | $145,922-76.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.18% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,827 | $1,380+32.4% | $1,039+75.9% | $4,660-60.8% |
| Participant deferral / active EE | $5,576 | $2,623+112.6% | $1,952+185.7% | $6,688-16.6% |
| Admin fee / account holder | $482 | $3,334-85.5% | $2,829-83.0% | $13,397-96.4% |