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 3-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 | $5,971 | $70,756-91.6% | $65,493-90.9% | $142,382-95.8% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.1%+4.5pp |
| Annual return | 22.11% | 1754.89%-1732.8pp | 982.45%-960.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,152 | $2,881-60.0% | $2,574-55.2% | $4,299-73.2% |
| Participant deferral / active EE | $1,234 | $4,637-73.4% | $3,961-68.8% | $6,507-81.0% |
| Admin fee / account holder | $724 | $6,559-89.0% | $5,028-85.6% | $12,624-94.3% |