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 | $4,699 | $88,751-94.7% | $81,812-94.3% | $145,922-96.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 23.00% | 1025.40%-1002.4pp | 773.79%-750.8pp | 561.29%-538.3pp |
| Employer contribution / active EE | $961 | $3,083-68.8% | $2,912-67.0% | $4,660-79.4% |
| Participant deferral / active EE | $2,673 | $4,643-42.4% | $4,319-38.1% | $6,688-60.0% |
| Admin fee / account holder | $778 | $8,415-90.8% | $7,386-89.5% | $13,397-94.2% |