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 | $28,834 | $99,020-70.9% | $86,590-66.7% | $147,584-80.5% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 10.46% | 1312.34%-1301.9pp | 964.84%-954.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,491 | $3,132-52.4% | $2,839-47.5% | $4,876-69.4% |
| Participant deferral / active EE | $3,476 | $3,972-12.5% | $3,609-3.7% | $5,439-36.1% |
| Admin fee / account holder | $48,567 | $5,710+750.5% | $4,906+890.0% | $10,885+346.2% |