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 | $4,672 | $76,738-93.9% | $56,411-91.7% | $145,922-96.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.56% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $631 | $1,380-54.2% | $1,039-39.2% | $4,660-86.5% |
| Participant deferral / active EE | $794 | $2,623-69.7% | $1,952-59.3% | $6,688-88.1% |
| Admin fee / account holder | $1,108 | $3,334-66.8% | $2,829-60.8% | $13,397-91.7% |