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 | $6,899 | $27,915-75.3% | $58,482-88.2% | $75,163-90.8% |
| Participation rate | 83.3% | 38.8%+44.5pp | 50.9%+32.5pp | 67.2%+16.1pp |
| Annual return | 21.99% | 44.20%-22.2pp | 4239.32%-4217.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $399 | $669-40.4% | $1,053-62.1% | $2,670-85.1% |
| Participant deferral / active EE | $1,580 | $1,201+31.5% | $1,924-17.9% | $4,125-61.7% |
| Admin fee / account holder | $378 | $1,726-78.1% | $2,516-85.0% | $5,651-93.3% |