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 | $27,846 | $70,756-60.6% | $65,493-57.5% | $142,382-80.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 14.76% | 1754.89%-1740.1pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $774 | $2,881-73.1% | $2,574-69.9% | $4,299-82.0% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $401 | $6,559-93.9% | $5,028-92.0% | $12,624-96.8% |