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 | $25,048 | $157,256-84.1% | $141,162-82.3% | $152,861-83.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 639.29% | 64.32%+575.0pp | 71.39%+567.9pp | 345.32%+294.0pp |
| Employer contribution / active EE | $3,344 | $5,261-36.4% | $4,735-29.4% | $4,762-29.8% |
| Participant deferral / active EE | $5,186 | $7,109-27.0% | $6,709-22.7% | $5,850-11.3% |
| Admin fee / account holder | $1,568 | $12,120-87.1% | $10,261-84.7% | $11,596-86.5% |