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 | $13,410 | $81,625-83.6% | $58,482-77.1% | $139,434-90.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.57% | 7404.20%-7385.6pp | 4239.32%-4220.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,400 | $1,398+71.7% | $1,053+127.9% | $4,751-49.5% |
| Participant deferral / active EE | $3,067 | $2,557+20.0% | $1,924+59.4% | $6,710-54.3% |
| Admin fee / account holder | $1,588 | $3,265-51.4% | $2,516-36.9% | $11,403-86.1% |