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 | $14,662 | $30,400-51.8% | $53,898-72.8% | $84,808-82.7% |
| Participation rate | 85.7% | 46.4%+39.3pp | 55.0%+30.8pp | 68.3%+17.4pp |
| Annual return | 22.11% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,946 | $603+222.8% | $932+108.8% | $2,631-26.0% |
| Participant deferral / active EE | $4,890 | $1,199+307.9% | $1,826+167.7% | $4,212+16.1% |
| Admin fee / account holder | $1,463 | $1,993-26.6% | $2,491-41.3% | $7,344-80.1% |