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 | $18,737 | $76,738-75.6% | $56,411-66.8% | $145,922-87.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 31.46% | 2994.23%-2962.8pp | 1701.33%-1669.9pp | 561.29%-529.8pp |
| Employer contribution / active EE | $1,775 | $1,380+28.6% | $1,039+70.9% | $4,660-61.9% |
| Participant deferral / active EE | $5,976 | $2,623+127.9% | $1,952+206.2% | $6,688-10.6% |
| Admin fee / account holder | $338 | $3,334-89.9% | $2,829-88.1% | $13,397-97.5% |