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 7-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 | $24,164 | $112,096-78.4% | $95,952-74.8% | $158,922-84.8% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 108.07% | 171.09%-63.0pp | 91.61%+16.5pp | 302.83%-194.8pp |
| Employer contribution / active EE | $9,645 | $3,198+201.6% | $2,541+279.6% | $4,761+102.6% |
| Participant deferral / active EE | $4,383 | $4,784-8.4% | $4,167+5.2% | $5,982-26.7% |
| Admin fee / account holder | $440 | $10,130-95.7% | $6,795-93.5% | $11,246-96.1% |