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 5-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 | $3,515 | $74,888-95.3% | $71,209-95.1% | $142,382-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.19% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,327 | $2,854-53.5% | $2,721-51.2% | $4,299-69.1% |
| Participant deferral / active EE | $1,411 | $4,454-68.3% | $4,175-66.2% | $6,507-78.3% |
| Admin fee / account holder | $531 | $5,568-90.5% | $5,349-90.1% | $12,624-95.8% |