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 | $37,778 | $105,998-64.4% | $92,233-59.0% | $147,584-74.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 17.28% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,546 | $4,333-18.2% | $3,679-3.6% | $4,876-27.3% |
| Participant deferral / active EE | $7,933 | $4,478+77.2% | $3,897+103.6% | $5,439+45.9% |
| Admin fee / account holder | $623 | $6,332-90.2% | $5,194-88.0% | $10,885-94.3% |