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 | $1,632 | $70,606-97.7% | $53,898-97.0% | $142,382-98.9% |
| Participation rate | 76.5% | 63.7%+12.8pp | 55.0%+21.5pp | 80.1%-3.6pp |
| Annual return | 18.55% | 619.81%-601.3pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $509 | $1,202-57.7% | $932-45.4% | $4,299-88.2% |
| Participant deferral / active EE | $750 | $2,364-68.3% | $1,826-59.0% | $6,507-88.5% |
| Admin fee / account holder | $1,545 | $2,852-45.8% | $2,491-38.0% | $12,624-87.8% |