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 | $24,074 | $82,664-70.9% | $125,339-80.8% | $68,494-64.9% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | 607.93% | -5.97%+613.9pp | 572.05%+35.9pp | -7.84%+615.8pp |
| Employer contribution / active EE | $1,436 | $3,381-57.5% | $4,814-70.2% | $2,596-44.7% |
| Participant deferral / active EE | $7,623 | $6,110+24.7% | $7,446+2.4% | $4,027+89.3% |
| Admin fee / account holder | $10,603 | $6,275+69.0% | $10,010+5.9% | $5,403+96.3% |