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 | $3,985 | $30,400-86.9% | $53,898-92.6% | $84,808-95.3% |
| Participation rate | 82.4% | 46.4%+35.9pp | 55.0%+27.4pp | 68.3%+14.0pp |
| Annual return | 20.01% | 500.19%-480.2pp | 528.60%-508.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $409 | $603-32.2% | $932-56.1% | $2,631-84.5% |
| Participant deferral / active EE | $1,439 | $1,199+20.1% | $1,826-21.2% | $4,212-65.8% |
| Admin fee / account holder | $350 | $1,993-82.5% | $2,491-86.0% | $7,344-95.2% |