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 | $27,431 | $156,846-82.5% | $121,098-77.3% | $139,434-80.3% |
| Participation rate | 76.2% | 76.4%-0.2pp | 69.5%+6.7pp | 80.3%-4.1pp |
| Annual return | 17.83% | 1474.56%-1456.7pp | 985.75%-967.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,219 | $5,536-78.0% | $4,164-70.7% | $4,751-74.3% |
| Participant deferral / active EE | $4,531 | $4,844-6.5% | $4,080+11.1% | $6,710-32.5% |
| Admin fee / account holder | $1,200 | $6,946-82.7% | $5,644-78.7% | $11,403-89.5% |