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 | $25,391 | $100,852-74.8% | $90,404-71.9% | $158,922-84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.42% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $764 | $3,689-79.3% | $3,262-76.6% | $4,761-84.0% |
| Participant deferral / active EE | $884 | $4,348-79.7% | $3,963-77.7% | $5,982-85.2% |
| Admin fee / account holder | $2,567 | $6,501-60.5% | $5,611-54.3% | $11,246-77.2% |