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 | $10,480 | $90,600-88.4% | $79,464-86.8% | $135,375-92.3% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | 10.13% | 977.43%-967.3pp | 718.14%-708.0pp | 519.73%-509.6pp |
| Employer contribution / active EE | $1,055 | $3,068-65.6% | $2,800-62.3% | $4,779-77.9% |
| Participant deferral / active EE | $3,158 | $4,050-22.0% | $3,704-14.7% | $5,609-43.7% |
| Admin fee / account holder | $607 | $5,907-89.7% | $5,113-88.1% | $10,827-94.4% |