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 | $29,583 | $105,998-72.1% | $92,233-67.9% | $147,584-80.0% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 18.97% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,831 | $4,333-57.8% | $3,679-50.2% | $4,876-62.5% |
| Participant deferral / active EE | $3,492 | $4,478-22.0% | $3,897-10.4% | $5,439-35.8% |
| Admin fee / account holder | $22,776 | $6,332+259.7% | $5,194+338.5% | $10,885+109.2% |