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 | $25,172 | $30,400-17.2% | $53,898-53.3% | $84,808-70.3% |
| Participation rate | 76.9% | 46.4%+30.5pp | 55.0%+22.0pp | 68.3%+8.6pp |
| Annual return | 14.66% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,799 | $603+198.4% | $932+93.0% | $2,631-31.6% |
| Participant deferral / active EE | $3,198 | $1,199+166.8% | $1,826+75.1% | $4,212-24.1% |
| Admin fee / account holder | $546 | $1,993-72.6% | $2,491-78.1% | $7,344-92.6% |