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 | $51,231 | $105,998-51.7% | $92,233-44.5% | $147,584-65.3% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 12.76% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,836 | $4,333-57.6% | $3,679-50.1% | $4,876-62.4% |
| Participant deferral / active EE | $4,648 | $4,478+3.8% | $3,897+19.3% | $5,439-14.5% |
| Admin fee / account holder | $994 | $6,332-84.3% | $5,194-80.9% | $10,885-90.9% |