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 | $17,527 | $99,020-82.3% | $86,590-79.8% | $147,584-88.1% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 15.17% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,312 | $3,132-58.1% | $2,839-53.8% | $4,876-73.1% |
| Participant deferral / active EE | $2,329 | $3,972-41.4% | $3,609-35.4% | $5,439-57.2% |
| Admin fee / account holder | $522 | $5,710-90.9% | $4,906-89.4% | $10,885-95.2% |