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 | $33,492 | $110,502-69.7% | $80,716-58.5% | $167,490-80.0% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.5pp | 82.1%+3.6pp |
| Annual return | 22.92% | 120.54%-97.6pp | 87.28%-64.4pp | 478.56%-455.6pp |
| Employer contribution / active EE | $1,954 | $1,543+26.7% | $1,160+68.4% | $4,837-59.6% |
| Participant deferral / active EE | $3,729 | $2,871+29.9% | $2,146+73.8% | $6,341-41.2% |
| Admin fee / account holder | $304 | $4,545-93.3% | $3,380-91.0% | $12,309-97.5% |