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 5-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 | $29,469 | $102,317-71.2% | $146,958-79.9% | $80,856-63.6% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.1pp | 67.6%+10.4pp |
| Annual return | 74.68% | 134.76%-60.1pp | 418.34%-343.7pp | 35.59%+39.1pp |
| Employer contribution / active EE | $1,392 | $3,713-62.5% | $4,933-71.8% | $2,755-49.5% |
| Participant deferral / active EE | $11,040 | $6,644+66.2% | $8,070+36.8% | $4,296+157.0% |
| Admin fee / account holder | $916 | $7,941-88.5% | $12,998-93.0% | $6,918-86.8% |