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 | $2,911 | $76,738-96.2% | $56,411-94.8% | $145,922-98.0% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 16.21% | 2994.23%-2978.0pp | 1701.33%-1685.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,343 | $1,380-2.7% | $1,039+29.3% | $4,660-71.2% |
| Participant deferral / active EE | $1,630 | $2,623-37.8% | $1,952-16.5% | $6,688-75.6% |
| Admin fee / account holder | $643 | $3,334-80.7% | $2,829-77.3% | $13,397-95.2% |