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 3-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 | $8,671 | $30,400-71.5% | $53,898-83.9% | $84,808-89.8% |
| Participation rate | 91.1% | 46.4%+44.7pp | 55.0%+36.2pp | 68.3%+22.8pp |
| Annual return | 21.05% | 500.19%-479.1pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,372 | $603+127.7% | $932+47.2% | $2,631-47.8% |
| Participant deferral / active EE | $3,154 | $1,199+163.1% | $1,826+72.7% | $4,212-25.1% |
| Admin fee / account holder | $1,170 | $1,993-41.3% | $2,491-53.0% | $7,344-84.1% |