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 | $7,864 | $70,756-88.9% | $65,493-88.0% | $142,382-94.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.18% | 1754.89%-1733.7pp | 982.45%-961.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,479 | $2,881-13.9% | $2,574-3.7% | $4,299-42.3% |
| Participant deferral / active EE | $2,801 | $4,637-39.6% | $3,961-29.3% | $6,507-57.0% |
| Admin fee / account holder | $417 | $6,559-93.6% | $5,028-91.7% | $12,624-96.7% |