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 | $2,498 | $70,606-96.5% | $53,898-95.4% | $142,382-98.2% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 68.20% | 619.81%-551.6pp | 528.60%-460.4pp | 217.08%-148.9pp |
| Employer contribution / active EE | $926 | $1,202-23.0% | $932-0.6% | $4,299-78.5% |
| Participant deferral / active EE | $1,103 | $2,364-53.3% | $1,826-39.6% | $6,507-83.0% |
| Admin fee / account holder | $312 | $2,852-89.1% | $2,491-87.5% | $12,624-97.5% |