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 | $27,386 | $30,400-9.9% | $53,898-49.2% | $84,808-67.7% |
| Participation rate | 96.3% | 46.4%+49.9pp | 55.0%+41.3pp | 68.3%+28.0pp |
| Annual return | 24.16% | 500.19%-476.0pp | 528.60%-504.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $1,146 | $603+90.1% | $932+22.9% | $2,631-56.4% |
| Participant deferral / active EE | $4,589 | $1,199+282.9% | $1,826+151.3% | $4,212+9.0% |
| Admin fee / account holder | $620 | $1,993-68.9% | $2,491-75.1% | $7,344-91.6% |