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 | $4,808 | $76,738-93.7% | $56,411-91.5% | $145,922-96.7% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 12.81% | 2994.23%-2981.4pp | 1701.33%-1688.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $676 | $1,380-51.0% | $1,039-34.9% | $4,660-85.5% |
| Participant deferral / active EE | $1,354 | $2,623-48.4% | $1,952-30.6% | $6,688-79.8% |
| Admin fee / account holder | $817 | $3,334-75.5% | $2,829-71.1% | $13,397-93.9% |