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 | $5,765 | $69,207-91.7% | $64,056-91.0% | $139,434-95.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 51.53% | 45.88%+5.6pp | 33.69%+17.8pp | 372.94%-321.4pp |
| Employer contribution / active EE | $613 | $3,182-80.8% | $2,747-77.7% | $4,751-87.1% |
| Participant deferral / active EE | $4,309 | $4,682-8.0% | $3,880+11.0% | $6,710-35.8% |
| Admin fee / account holder | $330 | $4,244-92.2% | $3,068-89.3% | $11,403-97.1% |