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 | $4,208 | $70,606-94.0% | $53,898-92.2% | $142,382-97.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.06% | 619.81%-601.8pp | 528.60%-510.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,650 | $1,202+37.3% | $932+77.1% | $4,299-61.6% |
| Participant deferral / active EE | $1,707 | $2,364-27.8% | $1,826-6.5% | $6,507-73.8% |
| Admin fee / account holder | $1,362 | $2,852-52.2% | $2,491-45.3% | $12,624-89.2% |