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 4-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 | $12,487 | $70,606-82.3% | $53,898-76.8% | $142,382-91.2% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 19.88% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,578 | $1,202+31.3% | $932+69.3% | $4,299-63.3% |
| Participant deferral / active EE | $3,295 | $2,364+39.4% | $1,826+80.4% | $6,507-49.4% |
| Admin fee / account holder | $1,199 | $2,852-58.0% | $2,491-51.9% | $12,624-90.5% |