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 | $9,666 | $30,400-68.2% | $53,898-82.1% | $84,808-88.6% |
| Participation rate | 93.2% | 46.4%+46.8pp | 55.0%+38.3pp | 68.3%+24.9pp |
| Annual return | 19.21% | 500.19%-481.0pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,153 | $603+91.4% | $932+23.8% | $2,631-56.2% |
| Participant deferral / active EE | $1,702 | $1,199+42.0% | $1,826-6.8% | $4,212-59.6% |
| Admin fee / account holder | $2,050 | $1,993+2.9% | $2,491-17.7% | $7,344-72.1% |