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 | $27,670 | $30,400-9.0% | $53,898-48.7% | $84,808-67.4% |
| Participation rate | 70.6% | 46.4%+24.1pp | 55.0%+15.6pp | 68.3%+2.3pp |
| Annual return | 21.04% | 500.19%-479.1pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,407 | $603+133.5% | $932+51.0% | $2,631-46.5% |
| Participant deferral / active EE | $3,444 | $1,199+187.3% | $1,826+88.6% | $4,212-18.2% |
| Admin fee / account holder | $5,149 | $1,993+158.3% | $2,491+106.7% | $7,344-29.9% |