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 | $4,992 | $70,606-92.9% | $53,898-90.7% | $142,382-96.5% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 22.42% | 619.81%-597.4pp | 528.60%-506.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,293 | $1,202+7.5% | $932+38.7% | $4,299-69.9% |
| Participant deferral / active EE | $1,615 | $2,364-31.7% | $1,826-11.6% | $6,507-75.2% |
| Admin fee / account holder | $709 | $2,852-75.1% | $2,491-71.5% | $12,624-94.4% |