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 | $4,627 | $30,400-84.8% | $53,898-91.4% | $84,808-94.5% |
| Participation rate | 70.6% | 46.4%+24.1pp | 55.0%+15.6pp | 68.3%+2.3pp |
| Annual return | 16.88% | 500.19%-483.3pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $556 | $1,199-53.7% | $1,826-69.6% | $4,212-86.8% |
| Admin fee / account holder | $1,139 | $1,993-42.9% | $2,491-54.3% | $7,344-84.5% |