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 | $31,420 | $106,890-70.6% | $84,015-62.6% | $152,861-79.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 20.85% | 104.99%-84.1pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,023 | $2,734-26.0% | $1,983+2.0% | $4,762-57.5% |
| Participant deferral / active EE | $6,542 | $4,011+63.1% | $3,239+102.0% | $5,850+11.8% |
| Admin fee / account holder | $2,226 | $8,285-73.1% | $6,101-63.5% | $11,596-80.8% |