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 | $2,783 | $74,888-96.3% | $71,209-96.1% | $142,382-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.27% | 345.14%-322.9pp | 282.51%-260.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,736 | $2,854-39.2% | $2,721-36.2% | $4,299-59.6% |
| Participant deferral / active EE | $1,906 | $4,454-57.2% | $4,175-54.3% | $6,507-70.7% |
| Admin fee / account holder | $2,451 | $5,568-56.0% | $5,349-54.2% | $12,624-80.6% |