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 6-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 | $7,499 | $70,606-89.4% | $53,898-86.1% | $142,382-94.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.33% | 619.81%-602.5pp | 528.60%-511.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,225 | $1,202+1.9% | $932+31.5% | $4,299-71.5% |
| Participant deferral / active EE | $1,549 | $2,364-34.5% | $1,826-15.2% | $6,507-76.2% |
| Admin fee / account holder | $590 | $2,852-79.3% | $2,491-76.3% | $12,624-95.3% |