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 4-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 | $10,983 | $30,400-63.9% | $53,898-79.6% | $84,808-87.1% |
| Participation rate | 93.3% | 46.4%+46.9pp | 55.0%+38.4pp | 68.3%+25.0pp |
| Annual return | 17.29% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,351 | $603+124.2% | $932+45.0% | $2,631-48.6% |
| Participant deferral / active EE | $2,440 | $1,199+103.6% | $1,826+33.6% | $4,212-42.1% |
| Admin fee / account holder | $777 | $1,993-61.0% | $2,491-68.8% | $7,344-89.4% |