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 | $6,553 | $104,974-93.8% | $95,585-93.1% | $142,382-95.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.84% | 210.33%-185.5pp | 38.56%-13.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,217 | $2,779-56.2% | $2,527-51.9% | $4,299-71.7% |
| Participant deferral / active EE | $4,570 | $4,352+5.0% | $4,023+13.6% | $6,507-29.8% |
| Admin fee / account holder | $2,825 | $6,386-55.8% | $6,127-53.9% | $12,624-77.6% |