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 | $13,420 | $104,974-87.2% | $95,585-86.0% | $142,382-90.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.89% | 210.33%-191.4pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,641 | $2,779-41.0% | $2,527-35.1% | $4,299-61.8% |
| Participant deferral / active EE | $1,641 | $4,352-62.3% | $4,023-59.2% | $6,507-74.8% |
| Admin fee / account holder | $663 | $6,386-89.6% | $6,127-89.2% | $12,624-94.7% |