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 | $29,379 | $30,400-3.4% | $53,898-45.5% | $84,808-65.4% |
| Participation rate | 98.3% | 46.4%+51.9pp | 55.0%+43.3pp | 68.3%+30.0pp |
| Annual return | 19.02% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,551 | $603+489.2% | $932+281.0% | $2,631+35.0% |
| Participant deferral / active EE | $2,404 | $1,199+100.5% | $1,826+31.6% | $4,212-42.9% |
| Admin fee / account holder | $672 | $1,993-66.3% | $2,491-73.0% | $7,344-90.8% |