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 | $2,155 | $30,400-92.9% | $53,898-96.0% | $84,808-97.5% |
| Participation rate | 87.1% | 46.4%+40.7pp | 55.0%+32.1pp | 68.3%+18.8pp |
| Annual return | 15.25% | 500.19%-484.9pp | 528.60%-513.4pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $662 | $1,199-44.8% | $1,826-63.8% | $4,212-84.3% |
| Admin fee / account holder | $972 | $1,993-51.3% | $2,491-61.0% | $7,344-86.8% |