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 5-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 | $36,574 | $105,998-65.5% | $92,233-60.3% | $147,584-75.2% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 11.07% | 50.05%-39.0pp | 176.28%-165.2pp | 578.55%-567.5pp |
| Employer contribution / active EE | $3,023 | $4,333-30.2% | $3,679-17.8% | $4,876-38.0% |
| Participant deferral / active EE | $2,836 | $4,478-36.7% | $3,897-27.2% | $5,439-47.9% |
| Admin fee / account holder | $6,645 | $6,332+4.9% | $5,194+27.9% | $10,885-39.0% |