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 | $37,753 | $226,064-83.3% | $182,532-79.3% | $152,861-75.3% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 117.22% | 192.51%-75.3pp | 148.54%-31.3pp | 345.32%-228.1pp |
| Employer contribution / active EE | $1,408 | $4,978-71.7% | $4,076-65.5% | $4,762-70.4% |
| Participant deferral / active EE | $1,687 | $6,368-73.5% | $5,524-69.5% | $5,850-71.2% |
| Admin fee / account holder | $41,459 | $10,703+287.4% | $8,592+382.5% | $11,596+257.5% |