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 | $3,094 | $27,915-88.9% | $58,482-94.7% | $75,163-95.9% |
| Participation rate | 76.9% | 38.8%+38.1pp | 50.9%+26.1pp | 67.2%+9.7pp |
| Annual return | 24.01% | 44.20%-20.2pp | 4239.32%-4215.3pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,194 | $669+78.5% | $1,053+13.4% | $2,670-55.3% |
| Participant deferral / active EE | $1,714 | $1,201+42.7% | $1,924-10.9% | $4,125-58.4% |
| Admin fee / account holder | $940 | $1,726-45.5% | $2,516-62.6% | $5,651-83.4% |