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 | $4,395 | $70,606-93.8% | $53,898-91.8% | $142,382-96.9% |
| Participation rate | 79.2% | 63.7%+15.5pp | 55.0%+24.2pp | 80.1%-1.0pp |
| Annual return | 19.37% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $908 | $1,202-24.4% | $932-2.5% | $4,299-78.9% |
| Participant deferral / active EE | $1,272 | $2,364-46.2% | $1,826-30.4% | $6,507-80.5% |
| Admin fee / account holder | $306 | $2,852-89.3% | $2,491-87.7% | $12,624-97.6% |