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 | $40,242 | $98,750-59.2% | $149,696-73.1% | $79,858-49.6% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.4pp |
| Annual return | 82.83% | 27.43%+55.4pp | 276.60%-193.8pp | 31.71%+51.1pp |
| Employer contribution / active EE | $2,992 | $3,216-7.0% | $4,644-35.6% | $2,471+21.1% |
| Participant deferral / active EE | $7,706 | $5,680+35.7% | $6,842+12.6% | $3,740+106.0% |
| Admin fee / account holder | $2,555 | $6,053-57.8% | $9,309-72.5% | $5,306-51.8% |