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 | $31,180 | $30,400+2.6% | $53,898-42.2% | $84,808-63.2% |
| Participation rate | 73.0% | 46.4%+26.5pp | 55.0%+18.0pp | 68.3%+4.7pp |
| Annual return | 17.32% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,142 | $603+89.5% | $932+22.5% | $2,631-56.6% |
| Participant deferral / active EE | $2,522 | $1,199+110.4% | $1,826+38.1% | $4,212-40.1% |
| Admin fee / account holder | $5,298 | $1,993+165.8% | $2,491+112.7% | $7,344-27.9% |