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 | $56,801 | $100,852-43.7% | $90,404-37.2% | $158,922-64.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 20.02% | 1724.20%-1704.2pp | 1293.02%-1273.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,316 | $3,689-64.3% | $3,262-59.7% | $4,761-72.4% |
| Participant deferral / active EE | $2,472 | $4,348-43.1% | $3,963-37.6% | $5,982-58.7% |
| Admin fee / account holder | $350 | $6,501-94.6% | $5,611-93.8% | $11,246-96.9% |