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 | $22,317 | $70,606-68.4% | $53,898-58.6% | $142,382-84.3% |
| Participation rate | 82.6% | 63.7%+18.9pp | 55.0%+27.6pp | 80.1%+2.5pp |
| Annual return | 16.25% | 619.81%-603.6pp | 528.60%-512.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $754 | $1,202-37.2% | $932-19.1% | $4,299-82.5% |
| Participant deferral / active EE | $2,569 | $2,364+8.7% | $1,826+40.7% | $6,507-60.5% |
| Admin fee / account holder | $1,512 | $2,852-47.0% | $2,491-39.3% | $12,624-88.0% |