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 | $23,686 | $110,809-78.6% | $86,874-72.7% | $167,490-85.9% |
| Participation rate | 91.7% | 75.8%+15.9pp | 71.6%+20.0pp | 82.1%+9.6pp |
| Annual return | 14.68% | 116.98%-102.3pp | 63.52%-48.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $7,157 | $3,244+120.6% | $2,495+186.8% | $4,837+48.0% |
| Participant deferral / active EE | $5,240 | $4,546+15.3% | $3,699+41.7% | $6,341-17.4% |
| Admin fee / account holder | $2,280 | $8,415-72.9% | $5,828-60.9% | $12,309-81.5% |