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 | $23,754 | $76,738-69.0% | $56,411-57.9% | $145,922-83.7% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 29.25% | 2994.23%-2965.0pp | 1701.33%-1672.1pp | 561.29%-532.0pp |
| Employer contribution / active EE | $559 | $1,380-59.5% | $1,039-46.2% | $4,660-88.0% |
| Participant deferral / active EE | $559 | $2,623-78.7% | $1,952-71.3% | $6,688-91.6% |
| Admin fee / account holder | $342 | $3,334-89.8% | $2,829-87.9% | $13,397-97.4% |