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 | $30,031 | $60,124-50.1% | $90,404-66.8% | $79,858-62.4% |
| Participation rate | 76.3% | 65.0%+11.3pp | 72.7%+3.6pp | 69.6%+6.6pp |
| Annual return | 422.25% | 71.94%+350.3pp | 1293.02%-870.8pp | 31.71%+390.5pp |
| Employer contribution / active EE | $1,141 | $2,068-44.8% | $3,262-65.0% | $2,471-53.8% |
| Participant deferral / active EE | $2,302 | $2,938-21.7% | $3,963-41.9% | $3,740-38.5% |
| Admin fee / account holder | $17,386 | $3,976+337.2% | $5,611+209.9% | $5,306+227.6% |