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 | $8,811 | $29,660-70.3% | $56,411-84.4% | $80,856-89.1% |
| Participation rate | 91.9% | 41.6%+50.2pp | 52.5%+39.4pp | 67.6%+24.3pp |
| Annual return | 35.16% | 35.23%-0.1pp | 1701.33%-1666.2pp | 35.59%-0.4pp |
| Employer contribution / active EE | $1,824 | $669+172.5% | $1,039+75.6% | $2,755-33.8% |
| Participant deferral / active EE | $3,736 | $1,226+204.7% | $1,952+91.4% | $4,296-13.0% |
| Admin fee / account holder | $920 | $2,428-62.1% | $2,829-67.5% | $6,918-86.7% |