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 | $26,471 | $105,998-75.0% | $92,233-71.3% | $147,584-82.1% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 12.79% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,573 | $4,333-63.7% | $3,679-57.2% | $4,876-67.7% |
| Participant deferral / active EE | $3,949 | $4,478-11.8% | $3,897+1.3% | $5,439-27.4% |
| Admin fee / account holder | $8,633 | $6,332+36.3% | $5,194+66.2% | $10,885-20.7% |