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 | $14,115 | $76,738-81.6% | $56,411-75.0% | $145,922-90.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $656 | $1,380-52.4% | $1,039-36.8% | $4,660-85.9% |
| Participant deferral / active EE | $950 | $2,623-63.8% | $1,952-51.3% | $6,688-85.8% |
| Admin fee / account holder | $442 | $3,334-86.8% | $2,829-84.4% | $13,397-96.7% |