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 6-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 | $4,782 | $70,606-93.2% | $53,898-91.1% | $142,382-96.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.14% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $116 | $1,202-90.4% | $932-87.6% | $4,299-97.3% |
| Participant deferral / active EE | $576 | $2,364-75.6% | $1,826-68.5% | $6,507-91.1% |
| Admin fee / account holder | $358 | $2,852-87.4% | $2,491-85.6% | $12,624-97.2% |