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 | $19,626 | $30,400-35.4% | $53,898-63.6% | $84,808-76.9% |
| Participation rate | 96.4% | 46.4%+50.0pp | 55.0%+41.5pp | 68.3%+28.1pp |
| Annual return | 40.68% | 500.19%-459.5pp | 528.60%-487.9pp | 40.90%-0.2pp |
| Employer contribution / active EE | $469 | $603-22.1% | $932-49.7% | $2,631-82.2% |
| Participant deferral / active EE | $2,111 | $1,199+76.1% | $1,826+15.6% | $4,212-49.9% |
| Admin fee / account holder | $449 | $1,993-77.5% | $2,491-82.0% | $7,344-93.9% |