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 10-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 | $40,639 | $100,773-59.7% | $88,946-54.3% | $142,382-71.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 587.27% | 70.18%+517.1pp | 57.82%+529.4pp | 217.08%+370.2pp |
| Employer contribution / active EE | $705 | $2,918-75.9% | $2,555-72.4% | $4,299-83.6% |
| Participant deferral / active EE | $2,190 | $5,230-58.1% | $4,581-52.2% | $6,507-66.3% |
| Admin fee / account holder | $2,494 | $9,693-74.3% | $8,261-69.8% | $12,624-80.2% |