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 3-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 | $26,363 | $102,317-74.2% | $146,958-82.1% | $80,856-67.4% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 108.37% | 134.76%-26.4pp | 418.34%-310.0pp | 35.59%+72.8pp |
| Employer contribution / active EE | $3,404 | $3,713-8.3% | $4,933-31.0% | $2,755+23.5% |
| Participant deferral / active EE | $10,987 | $6,644+65.4% | $8,070+36.1% | $4,296+155.8% |
| Admin fee / account holder | $616 | $7,941-92.2% | $12,998-95.3% | $6,918-91.1% |