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 | $10,682 | $30,400-64.9% | $53,898-80.2% | $84,808-87.4% |
| Participation rate | 87.5% | 46.4%+41.1pp | 55.0%+32.5pp | 68.3%+19.2pp |
| Annual return | 18.56% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $591 | $603-2.0% | $932-36.6% | $2,631-77.5% |
| Participant deferral / active EE | $1,194 | $1,199-0.3% | $1,826-34.6% | $4,212-71.6% |
| Admin fee / account holder | $580 | $1,993-70.9% | $2,491-76.7% | $7,344-92.1% |