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 10-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 | $6,121 | $70,756-91.3% | $65,493-90.7% | $142,382-95.7% |
| Participation rate | 95.8% | 77.4%+18.5pp | 73.1%+22.7pp | 80.1%+15.7pp |
| Annual return | 14.51% | 1754.89%-1740.4pp | 982.45%-967.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $253 | $2,881-91.2% | $2,574-90.2% | $4,299-94.1% |
| Participant deferral / active EE | $1,345 | $4,637-71.0% | $3,961-66.1% | $6,507-79.3% |
| Admin fee / account holder | $608 | $6,559-90.7% | $5,028-87.9% | $12,624-95.2% |