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 | $2,407 | $76,738-96.9% | $56,411-95.7% | $145,922-98.4% |
| Participation rate | 82.4% | 63.2%+19.1pp | 52.5%+29.9pp | 80.3%+2.1pp |
| Annual return | 21.69% | 2994.23%-2972.5pp | 1701.33%-1679.6pp | 561.29%-539.6pp |
| Employer contribution / active EE | $653 | $1,380-52.7% | $1,039-37.1% | $4,660-86.0% |
| Participant deferral / active EE | $1,366 | $2,623-47.9% | $1,952-30.0% | $6,688-79.6% |
| Admin fee / account holder | $980 | $3,334-70.6% | $2,829-65.4% | $13,397-92.7% |