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 | $4,208 | $74,888-94.4% | $71,209-94.1% | $142,382-97.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.11% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $843 | $2,854-70.5% | $2,721-69.0% | $4,299-80.4% |
| Participant deferral / active EE | $1,055 | $4,454-76.3% | $4,175-74.7% | $6,507-83.8% |
| Admin fee / account holder | $572 | $5,568-89.7% | $5,349-89.3% | $12,624-95.5% |