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 | $21,161 | $107,334-80.3% | $92,893-77.2% | $152,861-86.2% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 19.96% | 145.58%-125.6pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,167 | $4,221-72.4% | $3,653-68.1% | $4,762-75.5% |
| Participant deferral / active EE | $2,981 | $4,845-38.5% | $4,236-29.6% | $5,850-49.0% |
| Admin fee / account holder | $1,931 | $7,079-72.7% | $5,794-66.7% | $11,596-83.3% |