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 10-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 | $40,527 | $77,145-47.5% | $108,410-62.6% | $85,850-52.8% |
| Participation rate | 89.7% | 74.7%+15.1pp | 80.1%+9.6pp | 69.3%+20.4pp |
| Annual return | 13.16% | 44.54%-31.4pp | 905.27%-892.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,598 | $5,566-53.3% | $6,563-60.4% | $3,952-34.3% |
| Admin fee / account holder | $19,469 | $5,172+276.4% | $7,295+166.9% | $6,260+211.0% |