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 | $2,485 | $70,606-96.5% | $53,898-95.4% | $142,382-98.3% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 19.02% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $38 | $1,202-96.9% | $932-96.0% | $4,299-99.1% |
| Participant deferral / active EE | $2,299 | $2,364-2.8% | $1,826+25.9% | $6,507-64.7% |
| Admin fee / account holder | $521 | $2,852-81.7% | $2,491-79.1% | $12,624-95.9% |