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 | $3,313 | $70,606-95.3% | $53,898-93.9% | $142,382-97.7% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 10.49% | 619.81%-609.3pp | 528.60%-518.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $82 | $1,202-93.2% | $932-91.2% | $4,299-98.1% |
| Participant deferral / active EE | $1,022 | $2,364-56.8% | $1,826-44.0% | $6,507-84.3% |
| Admin fee / account holder | $791 | $2,852-72.3% | $2,491-68.3% | $12,624-93.7% |