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 | $3,790 | $30,400-87.5% | $53,898-93.0% | $84,808-95.5% |
| Participation rate | 93.0% | 46.4%+46.6pp | 55.0%+38.1pp | 68.3%+24.7pp |
| Annual return | 15.52% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $492 | $1,199-59.0% | $1,826-73.1% | $4,212-88.3% |
| Admin fee / account holder | $910 | $1,993-54.4% | $2,491-63.5% | $7,344-87.6% |