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 | $4,942 | $88,751-94.4% | $81,812-94.0% | $145,922-96.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.73% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,589 | $3,083-16.0% | $2,912-11.1% | $4,660-44.4% |
| Participant deferral / active EE | $3,151 | $4,643-32.1% | $4,319-27.0% | $6,688-52.9% |
| Admin fee / account holder | $5,448 | $8,415-35.3% | $7,386-26.2% | $13,397-59.3% |