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 | $17,478 | $105,998-83.5% | $92,233-81.0% | $147,584-88.2% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 17.90% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,996 | $4,333-53.9% | $3,679-45.8% | $4,876-59.1% |
| Participant deferral / active EE | $2,016 | $4,478-55.0% | $3,897-48.3% | $5,439-62.9% |
| Admin fee / account holder | $553 | $6,332-91.3% | $5,194-89.3% | $10,885-94.9% |