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 | $2,874 | $29,660-90.3% | $56,411-94.9% | $80,856-96.4% |
| Participation rate | 86.2% | 41.6%+44.6pp | 52.5%+33.7pp | 67.6%+18.6pp |
| Annual return | 11.61% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $972 | $669+45.2% | $1,039-6.5% | $2,755-64.7% |
| Participant deferral / active EE | $1,612 | $1,226+31.5% | $1,952-17.4% | $4,296-62.5% |
| Admin fee / account holder | $930 | $2,428-61.7% | $2,829-67.1% | $6,918-86.6% |