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 | $22,519 | $109,817-79.5% | $98,442-77.1% | $167,490-86.6% |
| Participation rate | 76.2% | 75.8%+0.4pp | 73.3%+2.9pp | 82.1%-5.9pp |
| Annual return | 32.62% | 1956.69%-1924.1pp | 1492.73%-1460.1pp | 478.56%-445.9pp |
| Employer contribution / active EE | $2,358 | $3,224-26.9% | $2,960-20.3% | $4,837-51.3% |
| Participant deferral / active EE | $4,136 | $4,673-11.5% | $4,276-3.3% | $6,341-34.8% |
| Admin fee / account holder | $4,203 | $6,753-37.8% | $5,949-29.4% | $12,309-65.9% |