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 | $13,474 | $114,047-88.2% | $96,139-86.0% | $167,490-92.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 51.72% | 189.88%-138.2pp | 191.94%-140.2pp | 478.56%-426.8pp |
| Employer contribution / active EE | $1,910 | $3,427-44.3% | $2,797-31.7% | $4,837-60.5% |
| Participant deferral / active EE | $3,527 | $5,194-32.1% | $4,349-18.9% | $6,341-44.4% |
| Admin fee / account holder | $669 | $6,897-90.3% | $5,537-87.9% | $12,309-94.6% |