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 | $34,827 | $30,400+14.6% | $53,898-35.4% | $84,808-58.9% |
| Participation rate | 91.7% | 46.4%+45.2pp | 55.0%+36.7pp | 68.3%+23.4pp |
| Annual return | 21.19% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,583 | $603+328.6% | $932+177.1% | $2,631-1.8% |
| Participant deferral / active EE | $2,286 | $1,199+90.8% | $1,826+25.2% | $4,212-45.7% |
| Admin fee / account holder | $574 | $1,993-71.2% | $2,491-77.0% | $7,344-92.2% |