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 | $26,265 | $30,400-13.6% | $53,898-51.3% | $84,808-69.0% |
| Participation rate | 96.2% | 46.4%+49.7pp | 55.0%+41.2pp | 68.3%+27.8pp |
| Annual return | 18.61% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,187 | $603+96.9% | $932+27.3% | $2,631-54.9% |
| Participant deferral / active EE | $3,122 | $1,199+160.5% | $1,826+71.0% | $4,212-25.9% |
| Admin fee / account holder | $813 | $1,993-59.2% | $2,491-67.4% | $7,344-88.9% |