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 10-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 | $35,799 | $30,400+17.8% | $53,898-33.6% | $84,808-57.8% |
| Participation rate | 94.0% | 46.4%+47.6pp | 55.0%+39.0pp | 68.3%+25.7pp |
| Annual return | 16.19% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,274 | $603+609.1% | $932+358.5% | $2,631+62.4% |
| Participant deferral / active EE | $8,127 | $1,199+578.0% | $1,826+345.0% | $4,212+93.0% |
| Admin fee / account holder | $11,404 | $1,993+472.1% | $2,491+357.8% | $7,344+55.3% |