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 | $54,201 | $111,724-51.5% | $93,606-42.1% | $145,922-62.9% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 9.26% | 202.98%-193.7pp | 133.20%-123.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,725 | $3,090-44.2% | $2,420-28.7% | $4,660-63.0% |
| Participant deferral / active EE | $3,207 | $4,912-34.7% | $4,411-27.3% | $6,688-52.0% |
| Admin fee / account holder | $2,967 | $10,250-71.0% | $8,285-64.2% | $13,397-77.9% |