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 | $21,122 | $88,751-76.2% | $81,812-74.2% | $145,922-85.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 26.69% | 1025.40%-998.7pp | 773.79%-747.1pp | 561.29%-534.6pp |
| Employer contribution / active EE | $1,036 | $3,083-66.4% | $2,912-64.4% | $4,660-77.8% |
| Participant deferral / active EE | $1,149 | $4,643-75.2% | $4,319-73.4% | $6,688-82.8% |
| Admin fee / account holder | $1,644 | $8,415-80.5% | $7,386-77.7% | $13,397-87.7% |