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 | $3,018 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.01% | 619.81%-602.8pp | 528.60%-511.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $692 | $1,202-42.5% | $932-25.8% | $4,299-83.9% |
| Participant deferral / active EE | $1,155 | $2,364-51.1% | $1,826-36.7% | $6,507-82.2% |
| Admin fee / account holder | $326 | $2,852-88.6% | $2,491-86.9% | $12,624-97.4% |