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 | $12,943 | $30,400-57.4% | $53,898-76.0% | $84,808-84.7% |
| Participation rate | 85.5% | 46.4%+39.1pp | 55.0%+30.5pp | 68.3%+17.2pp |
| Annual return | 19.55% | 500.19%-480.6pp | 528.60%-509.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,153 | $603+91.4% | $932+23.7% | $2,631-56.2% |
| Participant deferral / active EE | $1,894 | $1,199+58.0% | $1,826+3.7% | $4,212-55.0% |
| Admin fee / account holder | $2,057 | $1,993+3.2% | $2,491-17.4% | $7,344-72.0% |