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 | $3,297 | $81,625-96.0% | $58,482-94.4% | $139,434-97.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.86% | 7404.20%-7387.3pp | 4239.32%-4222.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $770 | $1,398-45.0% | $1,053-26.9% | $4,751-83.8% |
| Participant deferral / active EE | $851 | $2,557-66.7% | $1,924-55.8% | $6,710-87.3% |
| Admin fee / account holder | $1,470 | $3,265-55.0% | $2,516-41.6% | $11,403-87.1% |