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 | $4,139 | $70,606-94.1% | $53,898-92.3% | $142,382-97.1% |
| Participation rate | 86.7% | 63.7%+23.0pp | 55.0%+31.7pp | 80.1%+6.5pp |
| Annual return | 14.65% | 619.81%-605.2pp | 528.60%-514.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $674 | $1,202-43.9% | $932-27.7% | $4,299-84.3% |
| Participant deferral / active EE | $852 | $2,364-64.0% | $1,826-53.4% | $6,507-86.9% |
| Admin fee / account holder | $391 | $2,852-86.3% | $2,491-84.3% | $12,624-96.9% |