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 | $14,472 | $76,738-81.1% | $56,411-74.3% | $145,922-90.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.37% | 2994.23%-2986.9pp | 1701.33%-1694.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,149 | $1,380+55.8% | $1,039+106.9% | $4,660-53.9% |
| Participant deferral / active EE | $3,881 | $2,623+48.0% | $1,952+98.8% | $6,688-42.0% |
| Admin fee / account holder | $500 | $3,334-85.0% | $2,829-82.3% | $13,397-96.3% |