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 6-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 | $7,201 | $76,738-90.6% | $56,411-87.2% | $145,922-95.1% |
| Participation rate | 93.8% | 63.2%+30.5pp | 52.5%+41.3pp | 80.3%+13.5pp |
| Annual return | 6.54% | 2994.23%-2987.7pp | 1701.33%-1694.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $470 | $1,380-65.9% | $1,039-54.7% | $4,660-89.9% |
| Participant deferral / active EE | $847 | $2,623-67.7% | $1,952-56.6% | $6,688-87.3% |
| Admin fee / account holder | $318 | $3,334-90.5% | $2,829-88.8% | $13,397-97.6% |