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 | $34,543 | $105,181-67.2% | $159,436-78.3% | $85,850-59.8% |
| Participation rate | 75.8% | 75.8%0pp | 82.8%-7.1pp | 69.3%+6.4pp |
| Annual return | 92.43% | 45.07%+47.4pp | 263.57%-171.1pp | 318.53%-226.1pp |
| Employer contribution / active EE | $1,143 | $3,318-65.6% | $4,829-76.3% | $2,565-55.5% |
| Participant deferral / active EE | $2,946 | $5,945-50.4% | $7,352-59.9% | $3,952-25.4% |
| Admin fee / account holder | $5,355 | $6,933-22.8% | $10,799-50.4% | $6,260-14.5% |