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 | $16,368 | $70,606-76.8% | $53,898-69.6% | $142,382-88.5% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 12.66% | 619.81%-607.2pp | 528.60%-515.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $910 | $1,202-24.3% | $932-2.4% | $4,299-78.8% |
| Participant deferral / active EE | $1,482 | $2,364-37.3% | $1,826-18.9% | $6,507-77.2% |
| Admin fee / account holder | $5,571 | $2,852+95.4% | $2,491+123.7% | $12,624-55.9% |