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 | $2,066 | $70,606-97.1% | $53,898-96.2% | $142,382-98.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 11.50% | 619.81%-608.3pp | 528.60%-517.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $822 | $1,202-31.6% | $932-11.8% | $4,299-80.9% |
| Participant deferral / active EE | $1,273 | $2,364-46.1% | $1,826-30.3% | $6,507-80.4% |
| Admin fee / account holder | $1,349 | $2,852-52.7% | $2,491-45.8% | $12,624-89.3% |