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 | $32,521 | $70,606-53.9% | $53,898-39.7% | $142,382-77.2% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 10.65% | 619.81%-609.2pp | 528.60%-518.0pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,581 | $1,202+31.5% | $932+69.6% | $4,299-63.2% |
| Participant deferral / active EE | $8,321 | $2,364+252.0% | $1,826+355.7% | $6,507+27.9% |
| Admin fee / account holder | $16,817 | $2,852+489.7% | $2,491+575.2% | $12,624+33.2% |