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 | $23,067 | $30,400-24.1% | $53,898-57.2% | $84,808-72.8% |
| Participation rate | 96.6% | 46.4%+50.2pp | 55.0%+41.6pp | 68.3%+28.3pp |
| Annual return | 22.98% | 500.19%-477.2pp | 528.60%-505.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,264 | $603+109.7% | $932+35.6% | $2,631-52.0% |
| Participant deferral / active EE | $2,269 | $1,199+89.3% | $1,826+24.3% | $4,212-46.1% |
| Admin fee / account holder | $1,204 | $1,993-39.6% | $2,491-51.7% | $7,344-83.6% |