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 | $12,047 | $70,606-82.9% | $53,898-77.6% | $142,382-91.5% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 28.47% | 619.81%-591.3pp | 528.60%-500.1pp | 217.08%-188.6pp |
| Employer contribution / active EE | $2,660 | $1,202+121.3% | $932+185.4% | $4,299-38.1% |
| Participant deferral / active EE | $3,015 | $2,364+27.6% | $1,826+65.1% | $6,507-53.7% |
| Admin fee / account holder | $334 | $2,852-88.3% | $2,491-86.6% | $12,624-97.4% |