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 | $27,988 | $105,998-73.6% | $92,233-69.7% | $147,584-81.0% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 24.90% | 50.05%-25.1pp | 176.28%-151.4pp | 578.55%-553.6pp |
| Employer contribution / active EE | $2,329 | $4,333-46.3% | $3,679-36.7% | $4,876-52.2% |
| Participant deferral / active EE | $5,421 | $4,478+21.1% | $3,897+39.1% | $5,439-0.3% |
| Admin fee / account holder | $538 | $6,332-91.5% | $5,194-89.6% | $10,885-95.1% |