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 | $3,452 | $70,606-95.1% | $53,898-93.6% | $142,382-97.6% |
| Participation rate | 92.9% | 63.7%+29.2pp | 55.0%+37.9pp | 80.1%+12.7pp |
| Annual return | 20.57% | 619.81%-599.2pp | 528.60%-508.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,140 | $1,202-5.2% | $932+22.3% | $4,299-73.5% |
| Participant deferral / active EE | $1,227 | $2,364-48.1% | $1,826-32.8% | $6,507-81.1% |
| Admin fee / account holder | $678 | $2,852-76.2% | $2,491-72.8% | $12,624-94.6% |