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 | $16,935 | $105,998-84.0% | $92,233-81.6% | $147,584-88.5% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 23.66% | 50.05%-26.4pp | 176.28%-152.6pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,492 | $4,333-65.6% | $3,679-59.5% | $4,876-69.4% |
| Participant deferral / active EE | $5,405 | $4,478+20.7% | $3,897+38.7% | $5,439-0.6% |
| Admin fee / account holder | $915 | $6,332-85.6% | $5,194-82.4% | $10,885-91.6% |