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 | $26,655 | $70,606-62.2% | $53,898-50.5% | $142,382-81.3% |
| Participation rate | 79.2% | 63.7%+15.5pp | 55.0%+24.2pp | 80.1%-1.0pp |
| Annual return | 22.63% | 619.81%-597.2pp | 528.60%-506.0pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,426 | $1,202+268.2% | $932+374.9% | $4,299+3.0% |
| Participant deferral / active EE | $4,331 | $2,364+83.2% | $1,826+137.2% | $6,507-33.4% |
| Admin fee / account holder | $1,437 | $2,852-49.6% | $2,491-42.3% | $12,624-88.6% |