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 | $28,430 | $27,915+1.8% | $58,482-51.4% | $75,163-62.2% |
| Participation rate | 76.7% | 38.8%+37.8pp | 50.9%+25.8pp | 67.2%+9.5pp |
| Annual return | 18.99% | 44.20%-25.2pp | 4239.32%-4220.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,314 | $669+96.5% | $1,053+24.8% | $2,670-50.8% |
| Participant deferral / active EE | $2,972 | $1,201+147.4% | $1,924+54.5% | $4,125-28.0% |
| Admin fee / account holder | $574 | $1,726-66.7% | $2,516-77.2% | $5,651-89.8% |