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 | $18,705 | $30,400-38.5% | $53,898-65.3% | $84,808-77.9% |
| Participation rate | 96.6% | 46.4%+50.1pp | 55.0%+41.6pp | 68.3%+28.2pp |
| Annual return | 18.88% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,056 | $603+241.1% | $932+120.5% | $2,631-21.9% |
| Participant deferral / active EE | $3,973 | $1,199+231.5% | $1,826+117.6% | $4,212-5.7% |
| Admin fee / account holder | $749 | $1,993-62.4% | $2,491-69.9% | $7,344-89.8% |