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 | $6,432 | $27,915-77.0% | $58,482-89.0% | $75,163-91.4% |
| Participation rate | 93.3% | 38.8%+54.5pp | 50.9%+42.5pp | 67.2%+26.1pp |
| Annual return | 37.59% | 44.20%-6.6pp | 4239.32%-4201.7pp | 160.62%-123.0pp |
| Employer contribution / active EE | $1,849 | $669+176.3% | $1,053+75.5% | $2,670-30.8% |
| Participant deferral / active EE | $3,591 | $1,201+198.9% | $1,924+86.7% | $4,125-12.9% |
| Admin fee / account holder | $480 | $1,726-72.2% | $2,516-80.9% | $5,651-91.5% |