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 5-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 | $12,996 | $70,606-81.6% | $53,898-75.9% | $142,382-90.9% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 21.24% | 619.81%-598.6pp | 528.60%-507.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $662 | $1,202-44.9% | $932-29.0% | $4,299-84.6% |
| Participant deferral / active EE | $1,410 | $2,364-40.3% | $1,826-22.8% | $6,507-78.3% |
| Admin fee / account holder | $535 | $2,852-81.2% | $2,491-78.5% | $12,624-95.8% |