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 | $4,548 | $70,606-93.6% | $53,898-91.6% | $142,382-96.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.84% | 619.81%-594.0pp | 528.60%-502.8pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,272 | $1,202+5.8% | $932+36.5% | $4,299-70.4% |
| Participant deferral / active EE | $1,272 | $2,364-46.2% | $1,826-30.3% | $6,507-80.5% |
| Admin fee / account holder | $738 | $2,852-74.1% | $2,491-70.4% | $12,624-94.2% |