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 | $25,510 | $98,750-74.2% | $149,696-83.0% | $79,858-68.1% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 91.03% | 27.43%+63.6pp | 276.60%-185.6pp | 31.71%+59.3pp |
| Employer contribution / active EE | $6,697 | $3,216+108.2% | $4,644+44.2% | $2,471+171.0% |
| Participant deferral / active EE | $10,850 | $5,680+91.0% | $6,842+58.6% | $3,740+190.1% |
| Admin fee / account holder | $1,452 | $6,053-76.0% | $9,309-84.4% | $5,306-72.6% |