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 | $1,875 | $70,606-97.3% | $53,898-96.5% | $142,382-98.7% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 22.80% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $585 | $2,364-75.2% | $1,826-67.9% | $6,507-91.0% |
| Admin fee / account holder | $456 | $2,852-84.0% | $2,491-81.7% | $12,624-96.4% |