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 3-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 | $3,658 | $70,606-94.8% | $53,898-93.2% | $142,382-97.4% |
| Participation rate | 77.3% | 63.7%+13.6pp | 55.0%+22.3pp | 80.1%-2.8pp |
| Annual return | 20.15% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,487 | $1,202+23.7% | $932+59.5% | $4,299-65.4% |
| Participant deferral / active EE | $1,840 | $2,364-22.1% | $1,826+0.8% | $6,507-71.7% |
| Admin fee / account holder | $620 | $2,852-78.3% | $2,491-75.1% | $12,624-95.1% |