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 | $26,720 | $96,635-72.3% | $86,612-69.1% | $139,434-80.8% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 20.14% | 106.41%-86.3pp | 591.07%-570.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,608 | $3,263-20.1% | $3,022-13.7% | $4,751-45.1% |
| Participant deferral / active EE | $2,776 | $4,836-42.6% | $4,438-37.4% | $6,710-58.6% |
| Admin fee / account holder | $1,137 | $6,408-82.3% | $5,614-79.7% | $11,403-90.0% |