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 6-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 | $30,927 | $70,606-56.2% | $53,898-42.6% | $142,382-78.3% |
| Participation rate | 95.5% | 63.7%+31.7pp | 55.0%+40.5pp | 80.1%+15.3pp |
| Annual return | 15.42% | 619.81%-604.4pp | 528.60%-513.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,269 | $1,202+88.8% | $932+143.5% | $4,299-47.2% |
| Participant deferral / active EE | $7,006 | $2,364+196.4% | $1,826+283.6% | $6,507+7.7% |
| Admin fee / account holder | $1,610 | $2,852-43.5% | $2,491-35.4% | $12,624-87.2% |