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 | $6,803 | $109,982-93.8% | $97,226-93.0% | $145,922-95.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.37% | 242.90%-231.5pp | 75.13%-63.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,510 | $3,084-51.1% | $2,729-44.7% | $4,660-67.6% |
| Participant deferral / active EE | $2,747 | $4,676-41.3% | $4,264-35.6% | $6,688-58.9% |
| Admin fee / account holder | $483 | $6,221-92.2% | $5,654-91.5% | $13,397-96.4% |