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 | $5,431 | $70,606-92.3% | $53,898-89.9% | $142,382-96.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.93% | 619.81%-605.9pp | 528.60%-514.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,846 | $1,202+220.0% | $932+312.6% | $4,299-10.5% |
| Participant deferral / active EE | $458 | $2,364-80.6% | $1,826-74.9% | $6,507-93.0% |
| Admin fee / account holder | $539 | $2,852-81.1% | $2,491-78.3% | $12,624-95.7% |