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 | $28,152 | $85,202-67.0% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 82.9% | 70.1%+12.9pp | 82.6%+0.3pp | 69.5%+13.4pp |
| Annual return | 117.06% | 27.32%+89.7pp | 802.84%-685.8pp | 81.00%+36.1pp |
| Employer contribution / active EE | $2,755 | $3,324-17.1% | $5,143-46.4% | $2,440+12.9% |
| Participant deferral / active EE | $5,270 | $3,260+61.7% | $5,198+1.4% | $3,607+46.1% |
| Admin fee / account holder | $1,389 | $5,884-76.4% | $13,954-90.0% | $5,124-72.9% |