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 | $27,609 | $105,998-74.0% | $92,233-70.1% | $147,584-81.3% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 18.97% | 50.05%-31.1pp | 176.28%-157.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,409 | $4,333-67.5% | $3,679-61.7% | $4,876-71.1% |
| Participant deferral / active EE | $4,816 | $4,478+7.6% | $3,897+23.6% | $5,439-11.4% |
| Admin fee / account holder | $1,176 | $6,332-81.4% | $5,194-77.4% | $10,885-89.2% |