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 | $30,354 | $105,998-71.4% | $92,233-67.1% | $147,584-79.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 16.77% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,883 | $4,333-33.5% | $3,679-21.6% | $4,876-40.9% |
| Participant deferral / active EE | $5,664 | $4,478+26.5% | $3,897+45.4% | $5,439+4.1% |
| Admin fee / account holder | $1,846 | $6,332-70.8% | $5,194-64.5% | $10,885-83.0% |