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 | $6,686 | $30,400-78.0% | $53,898-87.6% | $84,808-92.1% |
| Participation rate | 94.4% | 46.4%+48.0pp | 55.0%+39.5pp | 68.3%+26.1pp |
| Annual return | 23.66% | 500.19%-476.5pp | 528.60%-504.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,273 | $603+111.3% | $932+36.6% | $2,631-51.6% |
| Participant deferral / active EE | $1,903 | $1,199+58.8% | $1,826+4.2% | $4,212-54.8% |
| Admin fee / account holder | $811 | $1,993-59.3% | $2,491-67.4% | $7,344-89.0% |