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 | $42,011 | $30,400+38.2% | $53,898-22.1% | $84,808-50.5% |
| Participation rate | 77.5% | 46.4%+31.0pp | 55.0%+22.5pp | 68.3%+9.2pp |
| Annual return | 15.09% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $245 | $603-59.3% | $932-73.7% | $2,631-90.7% |
| Participant deferral / active EE | $1,235 | $1,199+3.1% | $1,826-32.4% | $4,212-70.7% |
| Admin fee / account holder | $833 | $1,993-58.2% | $2,491-66.6% | $7,344-88.7% |