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 | $45,708 | $100,852-54.7% | $90,404-49.4% | $158,922-71.2% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 15.76% | 1724.20%-1708.4pp | 1293.02%-1277.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,300 | $3,689-64.8% | $3,262-60.1% | $4,761-72.7% |
| Participant deferral / active EE | $2,880 | $4,348-33.8% | $3,963-27.3% | $5,982-51.9% |
| Admin fee / account holder | $866 | $6,501-86.7% | $5,611-84.6% | $11,246-92.3% |