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 | $20,524 | $105,998-80.6% | $92,233-77.7% | $147,584-86.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 17.37% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,602 | $4,333-63.0% | $3,679-56.5% | $4,876-67.2% |
| Participant deferral / active EE | $2,037 | $4,478-54.5% | $3,897-47.7% | $5,439-62.5% |
| Admin fee / account holder | $1,833 | $6,332-71.1% | $5,194-64.7% | $10,885-83.2% |