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 6-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 | $4,719 | $81,625-94.2% | $58,482-91.9% | $139,434-96.6% |
| Participation rate | 81.3% | 61.3%+19.9pp | 50.9%+30.4pp | 80.3%+0.9pp |
| Annual return | 18.48% | 7404.20%-7385.7pp | 4239.32%-4220.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $130 | $1,398-90.7% | $1,053-87.7% | $4,751-97.3% |
| Participant deferral / active EE | $1,299 | $2,557-49.2% | $1,924-32.5% | $6,710-80.6% |
| Admin fee / account holder | $663 | $3,265-79.7% | $2,516-73.6% | $11,403-94.2% |