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 9-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 | $15,905 | $100,852-84.2% | $90,404-82.4% | $158,922-90.0% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 11.72% | 1724.20%-1712.5pp | 1293.02%-1281.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,455 | $3,689-60.6% | $3,262-55.4% | $4,761-69.4% |
| Participant deferral / active EE | $1,842 | $4,348-57.6% | $3,963-53.5% | $5,982-69.2% |
| Admin fee / account holder | $3,649 | $6,501-43.9% | $5,611-35.0% | $11,246-67.6% |