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 7-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 | $13,486 | $70,606-80.9% | $53,898-75.0% | $142,382-90.5% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 14.33% | 619.81%-605.5pp | 528.60%-514.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,103 | $1,202-8.3% | $932+18.3% | $4,299-74.4% |
| Participant deferral / active EE | $3,791 | $2,364+60.4% | $1,826+107.6% | $6,507-41.7% |
| Admin fee / account holder | $3,147 | $2,852+10.4% | $2,491+26.4% | $12,624-75.1% |