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 8-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 | $33,075 | $70,606-53.2% | $53,898-38.6% | $142,382-76.8% |
| Participation rate | 84.6% | 63.7%+20.9pp | 55.0%+29.7pp | 80.1%+4.5pp |
| Annual return | 17.60% | 619.81%-602.2pp | 528.60%-511.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $119 | $1,202-90.1% | $932-87.2% | $4,299-97.2% |
| Participant deferral / active EE | $962 | $2,364-59.3% | $1,826-47.3% | $6,507-85.2% |
| Admin fee / account holder | $498 | $2,852-82.5% | $2,491-80.0% | $12,624-96.1% |