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 4-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 | $16,776 | $30,400-44.8% | $53,898-68.9% | $84,808-80.2% |
| Participation rate | 82.9% | 46.4%+36.5pp | 55.0%+28.0pp | 68.3%+14.6pp |
| Annual return | 23.73% | 500.19%-476.5pp | 528.60%-504.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $2,817 | $603+367.4% | $932+202.2% | $2,631+7.1% |
| Participant deferral / active EE | $2,854 | $1,199+138.1% | $1,826+56.3% | $4,212-32.2% |
| Admin fee / account holder | $773 | $1,993-61.2% | $2,491-69.0% | $7,344-89.5% |