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 | $11,239 | $56,053-79.9% | $75,972-85.2% | $80,856-86.1% |
| Participation rate | 92.9% | 62.0%+30.8pp | 69.1%+23.8pp | 67.6%+25.2pp |
| Annual return | 68.48% | 20.53%+47.9pp | 359.55%-291.1pp | 35.59%+32.9pp |
| Employer contribution / active EE | $4,137 | $1,874+120.8% | $2,685+54.1% | $2,755+50.2% |
| Participant deferral / active EE | $2,594 | $3,052-15.0% | $4,255-39.1% | $4,296-39.6% |
| Admin fee / account holder | $629 | $5,234-88.0% | $6,467-90.3% | $6,918-90.9% |