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 | $23,888 | $73,515-67.5% | $62,995-62.1% | $147,584-83.8% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 19.43% | 175.43%-156.0pp | 87.57%-68.1pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,148 | $3,320-65.4% | $2,759-58.4% | $4,876-76.5% |
| Participant deferral / active EE | $2,692 | $4,185-35.7% | $3,329-19.1% | $5,439-50.5% |
| Admin fee / account holder | $1,841 | $5,953-69.1% | $3,600-48.9% | $10,885-83.1% |