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 | $24,596 | $76,738-67.9% | $56,411-56.4% | $145,922-83.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.87% | 2994.23%-2980.4pp | 1701.33%-1687.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $6,450 | $1,380+367.4% | $1,039+521.0% | $4,660+38.4% |
| Participant deferral / active EE | $9,341 | $2,623+256.2% | $1,952+378.6% | $6,688+39.7% |
| Admin fee / account holder | $7,220 | $3,334+116.6% | $2,829+155.2% | $13,397-46.1% |