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 | $39,306 | $100,852-61.0% | $90,404-56.5% | $158,922-75.3% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 10.90% | 1724.20%-1713.3pp | 1293.02%-1282.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,470 | $3,689-60.1% | $3,262-54.9% | $4,761-69.1% |
| Participant deferral / active EE | $2,311 | $4,348-46.8% | $3,963-41.7% | $5,982-61.4% |
| Admin fee / account holder | $7,167 | $6,501+10.2% | $5,611+27.7% | $11,246-36.3% |