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 7-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 | $23,084 | $118,680-80.5% | $98,907-76.7% | $158,922-85.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 202.10% | 372.35%-170.2pp | 196.43%+5.7pp | 302.83%-100.7pp |
| Employer contribution / active EE | $3,034 | $3,333-9.0% | $2,689+12.8% | $4,761-36.3% |
| Participant deferral / active EE | $10,326 | $5,088+103.0% | $4,244+143.3% | $5,982+72.6% |
| Admin fee / account holder | $2,891 | $10,131-71.5% | $6,642-56.5% | $11,246-74.3% |