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 | $14,273 | $100,852-85.8% | $90,404-84.2% | $158,922-91.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 17.05% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,428 | $3,689-61.3% | $3,262-56.2% | $4,761-70.0% |
| Participant deferral / active EE | $3,014 | $4,348-30.7% | $3,963-24.0% | $5,982-49.6% |
| Admin fee / account holder | $2,598 | $6,501-60.0% | $5,611-53.7% | $11,246-76.9% |