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 9-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 | $19,927 | $96,635-79.4% | $86,612-77.0% | $139,434-85.7% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 31.68% | 106.41%-74.7pp | 591.07%-559.4pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,375 | $3,263-57.9% | $3,022-54.5% | $4,751-71.1% |
| Participant deferral / active EE | $1,744 | $4,836-63.9% | $4,438-60.7% | $6,710-74.0% |
| Admin fee / account holder | $6,972 | $6,408+8.8% | $5,614+24.2% | $11,403-38.9% |