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 7-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 | $10,582 | $49,922-78.8% | $80,569-86.9% | $75,163-85.9% |
| Participation rate | 70.7% | 55.3%+15.4pp | 67.0%+3.7pp | 67.2%+3.5pp |
| Annual return | 53.95% | 34.69%+19.3pp | 935.43%-881.5pp | 160.62%-106.7pp |
| Employer contribution / active EE | $1,082 | $1,698-36.3% | $2,723-60.3% | $2,670-59.5% |
| Participant deferral / active EE | $1,854 | $2,990-38.0% | $4,447-58.3% | $4,125-55.1% |
| Admin fee / account holder | $1,048 | $3,577-70.7% | $5,377-80.5% | $5,651-81.4% |