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 | $35,189 | $70,756-50.3% | $65,493-46.3% | $142,382-75.3% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.1%+4.5pp |
| Annual return | 12.29% | 1754.89%-1742.6pp | 982.45%-970.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $781 | $2,881-72.9% | $2,574-69.7% | $4,299-81.8% |
| Participant deferral / active EE | $1,221 | $4,637-73.7% | $3,961-69.2% | $6,507-81.2% |
| Admin fee / account holder | $3,362 | $6,559-48.7% | $5,028-33.1% | $12,624-73.4% |