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 | $20,977 | $107,934-80.6% | $91,989-77.2% | $152,861-86.3% |
| Participation rate | 85.0% | 81.2%+3.8pp | 78.6%+6.4pp | 82.4%+2.6pp |
| Annual return | 26.34% | 89.24%-62.9pp | 69.02%-42.7pp | 345.32%-319.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,135 | $6,364+27.8% | $5,923+37.4% | $5,850+39.1% |
| Admin fee / account holder | $2,059 | $10,520-80.4% | $7,743-73.4% | $11,596-82.2% |