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 | $7,443 | $72,400-89.7% | $67,502-89.0% | $145,922-94.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 30.88% | 7182.46%-7151.6pp | 3512.12%-3481.2pp | 561.29%-530.4pp |
| Employer contribution / active EE | $3,579 | $3,069+16.6% | $2,731+31.0% | $4,660-23.2% |
| Participant deferral / active EE | $4,426 | $4,783-7.5% | $4,000+10.7% | $6,688-33.8% |
| Admin fee / account holder | $2,566 | $5,539-53.7% | $3,998-35.8% | $13,397-80.9% |