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 3-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 | $1,854 | $76,738-97.6% | $56,411-96.7% | $145,922-98.7% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+42.0pp | 80.3%+14.2pp |
| Annual return | 29.92% | 2994.23%-2964.3pp | 1701.33%-1671.4pp | 561.29%-531.4pp |
| Employer contribution / active EE | $938 | $1,380-32.0% | $1,039-9.7% | $4,660-79.9% |
| Participant deferral / active EE | $954 | $2,623-63.6% | $1,952-51.1% | $6,688-85.7% |
| Admin fee / account holder | $371 | $3,334-88.9% | $2,829-86.9% | $13,397-97.2% |