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 | $5,130 | $30,400-83.1% | $53,898-90.5% | $84,808-94.0% |
| Participation rate | 85.3% | 46.4%+38.8pp | 55.0%+30.3pp | 68.3%+17.0pp |
| Annual return | 19.98% | 500.19%-480.2pp | 528.60%-508.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,172 | $603+94.5% | $932+25.8% | $2,631-55.4% |
| Participant deferral / active EE | $1,636 | $1,199+36.5% | $1,826-10.4% | $4,212-61.2% |
| Admin fee / account holder | $896 | $1,993-55.0% | $2,491-64.0% | $7,344-87.8% |