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 | $3,125 | $70,606-95.6% | $53,898-94.2% | $142,382-97.8% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 8.06% | 619.81%-611.8pp | 528.60%-520.5pp | 217.08%-209.0pp |
| Employer contribution / active EE | $998 | $1,202-17.0% | $932+7.1% | $4,299-76.8% |
| Participant deferral / active EE | $2,543 | $2,364+7.6% | $1,826+39.3% | $6,507-60.9% |
| Admin fee / account holder | $6,492 | $2,852+127.7% | $2,491+160.6% | $12,624-48.6% |