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 | $1,282 | $70,606-98.2% | $53,898-97.6% | $142,382-99.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.66% | 619.81%-609.2pp | 528.60%-517.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $348 | $2,364-85.3% | $1,826-80.9% | $6,507-94.7% |
| Admin fee / account holder | $562 | $2,852-80.3% | $2,491-77.4% | $12,624-95.5% |