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 | $6,560 | $54,705-88.0% | $71,209-90.8% | $84,808-92.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.12% | 35.90%-14.8pp | 282.51%-261.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,018 | $2,158-52.8% | $2,721-62.6% | $2,631-61.3% |
| Participant deferral / active EE | $2,747 | $3,030-9.3% | $4,175-34.2% | $4,212-34.8% |
| Admin fee / account holder | $339 | $4,863-93.0% | $5,349-93.7% | $7,344-95.4% |