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 | $14,894 | $30,400-51.0% | $53,898-72.4% | $84,808-82.4% |
| Participation rate | 96.0% | 46.4%+49.6pp | 55.0%+41.0pp | 68.3%+27.7pp |
| Annual return | 39.15% | 500.19%-461.0pp | 528.60%-489.5pp | 40.90%-1.7pp |
| Employer contribution / active EE | $1,449 | $603+140.3% | $932+55.4% | $2,631-44.9% |
| Participant deferral / active EE | $1,488 | $1,199+24.2% | $1,826-18.5% | $4,212-64.7% |
| Admin fee / account holder | $445 | $1,993-77.7% | $2,491-82.1% | $7,344-93.9% |