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 | $33,558 | $114,047-70.6% | $96,139-65.1% | $167,490-80.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.76% | 189.88%-176.1pp | 191.94%-178.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $496 | $3,427-85.5% | $2,797-82.3% | $4,837-89.7% |
| Participant deferral / active EE | $1,037 | $5,194-80.0% | $4,349-76.2% | $6,341-83.6% |
| Admin fee / account holder | $2,316 | $6,897-66.4% | $5,537-58.2% | $12,309-81.2% |