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 | $26,606 | $108,642-75.5% | $74,701-64.4% | $152,861-82.6% |
| Participation rate | 84.6% | 65.3%+19.3pp | 54.5%+30.2pp | 82.4%+2.2pp |
| Annual return | 22.16% | 114.06%-91.9pp | 752.92%-730.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $316 | $1,503-78.9% | $1,084-70.8% | $4,762-93.4% |
| Participant deferral / active EE | $1,101 | $2,712-59.4% | $1,964-43.9% | $5,850-81.2% |
| Admin fee / account holder | $1,728 | $4,902-64.7% | $3,333-48.1% | $11,596-85.1% |