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 | $27,818 | $53,127-47.6% | $86,590-67.9% | $70,131-60.3% |
| Participation rate | 94.1% | 65.3%+28.8pp | 73.5%+20.6pp | 69.5%+24.6pp |
| Annual return | 61.88% | 27.66%+34.2pp | 964.84%-903.0pp | 73.14%-11.3pp |
| Employer contribution / active EE | $2,793 | $2,068+35.0% | $2,839-1.6% | $2,342+19.2% |
| Participant deferral / active EE | $4,897 | $2,696+81.7% | $3,609+35.7% | $3,332+47.0% |
| Admin fee / account holder | $7,534 | $3,585+110.1% | $4,906+53.6% | $4,645+62.2% |