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 8-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 | $35,738 | $30,400+17.6% | $53,898-33.7% | $84,808-57.9% |
| Participation rate | 92.3% | 46.4%+45.9pp | 55.0%+37.3pp | 68.3%+24.0pp |
| Annual return | 19.47% | 500.19%-480.7pp | 528.60%-509.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,276 | $603+277.6% | $932+144.2% | $2,631-13.5% |
| Participant deferral / active EE | $3,623 | $1,199+202.3% | $1,826+98.4% | $4,212-14.0% |
| Admin fee / account holder | $5,263 | $1,993+164.0% | $2,491+111.3% | $7,344-28.3% |