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 | $4,538 | $70,756-93.6% | $65,493-93.1% | $142,382-96.8% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 23.40% | 1754.89%-1731.5pp | 982.45%-959.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $914 | $2,881-68.3% | $2,574-64.5% | $4,299-78.7% |
| Participant deferral / active EE | $2,098 | $4,637-54.7% | $3,961-47.0% | $6,507-67.8% |
| Admin fee / account holder | $947 | $6,559-85.6% | $5,028-81.2% | $12,624-92.5% |