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 6-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 | $14,289 | $96,635-85.2% | $86,612-83.5% | $139,434-89.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 51.17% | 106.41%-55.2pp | 591.07%-539.9pp | 372.94%-321.8pp |
| Employer contribution / active EE | $959 | $3,263-70.6% | $3,022-68.3% | $4,751-79.8% |
| Participant deferral / active EE | $3,403 | $4,836-29.6% | $4,438-23.3% | $6,710-49.3% |
| Admin fee / account holder | $2,535 | $6,408-60.4% | $5,614-54.9% | $11,403-77.8% |