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 | $18,936 | $105,998-82.1% | $92,233-79.5% | $147,584-87.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 18.65% | 50.05%-31.4pp | 176.28%-157.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,606 | $4,333-39.9% | $3,679-29.2% | $4,876-46.6% |
| Participant deferral / active EE | $3,883 | $4,478-13.3% | $3,897-0.3% | $5,439-28.6% |
| Admin fee / account holder | $3,114 | $6,332-50.8% | $5,194-40.0% | $10,885-71.4% |