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 | $31,645 | $100,852-68.6% | $90,404-65.0% | $158,922-80.1% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.7%+6.5pp | 82.0%-2.8pp |
| Annual return | 16.46% | 1724.20%-1707.7pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,629 | $4,348-16.5% | $3,963-8.4% | $5,982-39.3% |
| Admin fee / account holder | $2,331 | $6,501-64.1% | $5,611-58.5% | $11,246-79.3% |