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 | $36,742 | $70,606-48.0% | $53,898-31.8% | $142,382-74.2% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 15.74% | 619.81%-604.1pp | 528.60%-512.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,649 | $1,202+37.1% | $932+76.9% | $4,299-61.7% |
| Participant deferral / active EE | $7,320 | $2,364+209.6% | $1,826+300.8% | $6,507+12.5% |
| Admin fee / account holder | $7,058 | $2,852+147.5% | $2,491+183.4% | $12,624-44.1% |