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 | $1,413 | $76,738-98.2% | $56,411-97.5% | $145,922-99.0% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 11.45% | 2994.23%-2982.8pp | 1701.33%-1689.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $243 | $1,380-82.4% | $1,039-76.6% | $4,660-94.8% |
| Participant deferral / active EE | $344 | $2,623-86.9% | $1,952-82.4% | $6,688-94.9% |
| Admin fee / account holder | $892 | $3,334-73.2% | $2,829-68.5% | $13,397-93.3% |