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 6-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 | $10,868 | $72,400-85.0% | $67,502-83.9% | $145,922-92.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.61% | 7182.46%-7172.9pp | 3512.12%-3502.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $5,420 | $3,069+76.6% | $2,731+98.5% | $4,660+16.3% |
| Participant deferral / active EE | $7,431 | $4,783+55.4% | $4,000+85.8% | $6,688+11.1% |
| Admin fee / account holder | $21,027 | $5,539+279.6% | $3,998+426.0% | $13,397+57.0% |