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 | $20,393 | $176,662-88.5% | $130,648-84.4% | $152,861-86.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 22.53% | 2692.24%-2669.7pp | 1708.96%-1686.4pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,191 | $5,742-61.8% | $4,092-46.5% | $4,762-54.0% |
| Participant deferral / active EE | $2,038 | $4,361-53.3% | $3,603-43.4% | $5,850-65.2% |
| Admin fee / account holder | $2,872 | $7,133-59.7% | $5,464-47.4% | $11,596-75.2% |