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 | $26,453 | $27,915-5.2% | $58,482-54.8% | $75,163-64.8% |
| Participation rate | 92.3% | 38.8%+53.5pp | 50.9%+41.5pp | 67.2%+25.1pp |
| Annual return | 18.02% | 44.20%-26.2pp | 4239.32%-4221.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $810 | $669+21.0% | $1,053-23.1% | $2,670-69.7% |
| Participant deferral / active EE | $2,874 | $1,201+139.2% | $1,924+49.4% | $4,125-30.3% |
| Admin fee / account holder | $507 | $1,726-70.6% | $2,516-79.9% | $5,651-91.0% |