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 | $12,433 | $30,400-59.1% | $53,898-76.9% | $84,808-85.3% |
| Participation rate | 76.3% | 46.4%+29.9pp | 55.0%+21.4pp | 68.3%+8.0pp |
| Annual return | 22.27% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $765 | $603+26.9% | $932-17.9% | $2,631-70.9% |
| Participant deferral / active EE | $2,034 | $1,199+69.7% | $1,826+11.4% | $4,212-51.7% |
| Admin fee / account holder | $440 | $1,993-77.9% | $2,491-82.3% | $7,344-94.0% |