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 | $10,626 | $27,915-61.9% | $58,482-81.8% | $75,163-85.9% |
| Participation rate | 85.4% | 38.8%+46.5pp | 50.9%+34.5pp | 67.2%+18.2pp |
| Annual return | 16.89% | 44.20%-27.3pp | 4239.32%-4222.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,550 | $669+131.7% | $1,053+47.2% | $2,670-41.9% |
| Participant deferral / active EE | $2,431 | $1,201+102.4% | $1,924+26.4% | $4,125-41.1% |
| Admin fee / account holder | $1,289 | $1,726-25.3% | $2,516-48.8% | $5,651-77.2% |