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 | $27,451 | $105,998-74.1% | $92,233-70.2% | $147,584-81.4% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 13.10% | 50.05%-36.9pp | 176.28%-163.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,229 | $4,333-48.6% | $3,679-39.4% | $4,876-54.3% |
| Participant deferral / active EE | $5,421 | $4,478+21.1% | $3,897+39.1% | $5,439-0.3% |
| Admin fee / account holder | $2,437 | $6,332-61.5% | $5,194-53.1% | $10,885-77.6% |