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 | $19,042 | $30,400-37.4% | $53,898-64.7% | $84,808-77.5% |
| Participation rate | 90.4% | 46.4%+44.0pp | 55.0%+35.5pp | 68.3%+22.1pp |
| Annual return | 20.32% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,625 | $603+169.6% | $932+74.4% | $2,631-38.2% |
| Participant deferral / active EE | $1,327 | $1,199+10.7% | $1,826-27.3% | $4,212-68.5% |
| Admin fee / account holder | $575 | $1,993-71.1% | $2,491-76.9% | $7,344-92.2% |