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 4-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 | $13,866 | $49,173-71.8% | $121,098-88.5% | $75,163-81.6% |
| Participation rate | 88.0% | 55.4%+32.6pp | 69.5%+18.5pp | 67.2%+20.8pp |
| Annual return | 14.65% | 55.99%-41.3pp | 985.75%-971.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,913 | $1,546+23.7% | $4,164-54.1% | $2,670-28.4% |
| Participant deferral / active EE | $3,094 | $2,628+17.7% | $4,080-24.2% | $4,125-25.0% |
| Admin fee / account holder | $4,170 | $3,942+5.8% | $5,644-26.1% | $5,651-26.2% |