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 | $13,542 | $30,400-55.5% | $53,898-74.9% | $84,808-84.0% |
| Participation rate | 89.6% | 46.4%+43.1pp | 55.0%+34.6pp | 68.3%+21.3pp |
| Annual return | 19.39% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,549 | $603+322.9% | $932+173.5% | $2,631-3.1% |
| Participant deferral / active EE | $1,595 | $1,199+33.1% | $1,826-12.7% | $4,212-62.1% |
| Admin fee / account holder | $347 | $1,993-82.6% | $2,491-86.1% | $7,344-95.3% |