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 | $5,535 | $158,398-96.5% | $126,539-95.6% | $142,382-96.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.72% | 593.76%-573.0pp | 425.95%-405.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,599 | $4,650-65.6% | $3,674-56.5% | $4,299-62.8% |
| Participant deferral / active EE | $1,599 | $4,767-66.5% | $4,083-60.8% | $6,507-75.4% |
| Admin fee / account holder | $2,477 | $6,918-64.2% | $6,065-59.2% | $12,624-80.4% |