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 6-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 | $1,844 | $81,625-97.7% | $58,482-96.8% | $139,434-98.7% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 19.31% | 7404.20%-7384.9pp | 4239.32%-4220.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $560 | $1,398-60.0% | $1,053-46.8% | $4,751-88.2% |
| Participant deferral / active EE | $629 | $2,557-75.4% | $1,924-67.3% | $6,710-90.6% |
| Admin fee / account holder | $451 | $3,265-86.2% | $2,516-82.1% | $11,403-96.0% |