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 | $11,941 | $30,400-60.7% | $53,898-77.8% | $84,808-85.9% |
| Participation rate | 94.3% | 46.4%+47.8pp | 55.0%+39.3pp | 68.3%+26.0pp |
| Annual return | 21.20% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,709 | $603+183.6% | $932+83.4% | $2,631-35.0% |
| Participant deferral / active EE | $2,698 | $1,199+125.1% | $1,826+47.7% | $4,212-35.9% |
| Admin fee / account holder | $749 | $1,993-62.4% | $2,491-69.9% | $7,344-89.8% |