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 | $14,087 | $30,400-53.7% | $53,898-73.9% | $84,808-83.4% |
| Participation rate | 86.0% | 46.4%+39.6pp | 55.0%+31.1pp | 68.3%+17.7pp |
| Annual return | 19.83% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,297 | $603+281.1% | $932+146.4% | $2,631-12.7% |
| Participant deferral / active EE | $1,869 | $1,199+55.9% | $1,826+2.3% | $4,212-55.6% |
| Admin fee / account holder | $1,618 | $1,993-18.8% | $2,491-35.1% | $7,344-78.0% |