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 | $12,893 | $30,400-57.6% | $53,898-76.1% | $84,808-84.8% |
| Participation rate | 74.6% | 46.4%+28.2pp | 55.0%+19.7pp | 68.3%+6.3pp |
| Annual return | 21.59% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $906 | $603+50.3% | $932-2.8% | $2,631-65.6% |
| Participant deferral / active EE | $2,388 | $1,199+99.3% | $1,826+30.8% | $4,212-43.3% |
| Admin fee / account holder | $4,794 | $1,993+140.5% | $2,491+92.5% | $7,344-34.7% |