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 | $27,189 | $77,314-64.8% | $177,989-84.7% | $80,856-66.4% |
| Participation rate | 72.9% | 65.7%+7.2pp | 77.1%-4.2pp | 67.6%+5.3pp |
| Annual return | 51.60% | 18.09%+33.5pp | 294.48%-242.9pp | 35.59%+16.0pp |
| Employer contribution / active EE | $1,212 | $2,292-47.1% | $3,949-69.3% | $2,755-56.0% |
| Participant deferral / active EE | $6,628 | $4,411+50.3% | $6,276+5.6% | $4,296+54.3% |
| Admin fee / account holder | $9,806 | $7,191+36.4% | $10,363-5.4% | $6,918+41.7% |