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 | $2,189 | $76,738-97.1% | $56,411-96.1% | $145,922-98.5% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 18.82% | 2994.23%-2975.4pp | 1701.33%-1682.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $678 | $1,380-50.9% | $1,039-34.8% | $4,660-85.5% |
| Participant deferral / active EE | $1,099 | $2,623-58.1% | $1,952-43.7% | $6,688-83.6% |
| Admin fee / account holder | $618 | $3,334-81.5% | $2,829-78.2% | $13,397-95.4% |