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 | $3,250 | $81,625-96.0% | $58,482-94.4% | $139,434-97.7% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 105.25% | 7404.20%-7298.9pp | 4239.32%-4134.1pp | 372.94%-267.7pp |
| Employer contribution / active EE | $976 | $1,398-30.2% | $1,053-7.3% | $4,751-79.5% |
| Participant deferral / active EE | $1,402 | $2,557-45.2% | $1,924-27.1% | $6,710-79.1% |
| Admin fee / account holder | $517 | $3,265-84.2% | $2,516-79.5% | $11,403-95.5% |