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 | $30,983 | $81,625-62.0% | $58,482-47.0% | $139,434-77.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 36.21% | 7404.20%-7368.0pp | 4239.32%-4203.1pp | 372.94%-336.7pp |
| Employer contribution / active EE | $3,421 | $1,398+144.7% | $1,053+224.8% | $4,751-28.0% |
| Participant deferral / active EE | $11,028 | $2,557+331.4% | $1,924+473.2% | $6,710+64.3% |
| Admin fee / account holder | $1,264 | $3,265-61.3% | $2,516-49.8% | $11,403-88.9% |