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 | $25,779 | $76,738-66.4% | $56,411-54.3% | $145,922-82.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 2994.23%-2984.1pp | 1701.33%-1691.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,247 | $1,380+207.8% | $1,039+308.9% | $4,660-8.8% |
| Participant deferral / active EE | $483 | $2,623-81.6% | $1,952-75.2% | $6,688-92.8% |
| Admin fee / account holder | $605 | $3,334-81.9% | $2,829-78.6% | $13,397-95.5% |