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 | $31,921 | $105,998-69.9% | $92,233-65.4% | $147,584-78.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 33.88% | 50.05%-16.2pp | 176.28%-142.4pp | 578.55%-544.7pp |
| Employer contribution / active EE | $4,454 | $4,333+2.8% | $3,679+21.0% | $4,876-8.7% |
| Participant deferral / active EE | $4,574 | $4,478+2.2% | $3,897+17.4% | $5,439-15.9% |
| Admin fee / account holder | $2,057 | $6,332-67.5% | $5,194-60.4% | $10,885-81.1% |