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 | $17,629 | $105,998-83.4% | $92,233-80.9% | $147,584-88.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 19.39% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,275 | $4,333-47.5% | $3,679-38.2% | $4,876-53.3% |
| Participant deferral / active EE | $7,607 | $4,478+69.9% | $3,897+95.2% | $5,439+39.9% |
| Admin fee / account holder | $932 | $6,332-85.3% | $5,194-82.1% | $10,885-91.4% |