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 5-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 | $1,758 | $81,625-97.8% | $58,482-97.0% | $139,434-98.7% |
| Participation rate | 84.6% | 61.3%+23.3pp | 50.9%+33.8pp | 80.3%+4.3pp |
| Annual return | 30.72% | 7404.20%-7373.5pp | 4239.32%-4208.6pp | 372.94%-342.2pp |
| Employer contribution / active EE | $558 | $1,398-60.1% | $1,053-47.0% | $4,751-88.3% |
| Participant deferral / active EE | $884 | $2,557-65.4% | $1,924-54.1% | $6,710-86.8% |
| Admin fee / account holder | $1,969 | $3,265-39.7% | $2,516-21.7% | $11,403-82.7% |