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 | $36,019 | $30,400+18.5% | $53,898-33.2% | $84,808-57.5% |
| Participation rate | 87.5% | 46.4%+41.1pp | 55.0%+32.5pp | 68.3%+19.2pp |
| Annual return | 18.85% | 500.19%-481.3pp | 528.60%-509.8pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,986 | $603+229.5% | $932+113.1% | $2,631-24.5% |
| Participant deferral / active EE | $1,673 | $1,199+39.6% | $1,826-8.4% | $4,212-60.3% |
| Admin fee / account holder | $6,099 | $1,993+206.0% | $2,491+144.9% | $7,344-16.9% |