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 | $35,117 | $100,852-65.2% | $90,404-61.2% | $158,922-77.9% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 16.86% | 1724.20%-1707.3pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,567 | $3,689-57.5% | $3,262-51.9% | $4,761-67.1% |
| Participant deferral / active EE | $2,127 | $4,348-51.1% | $3,963-46.3% | $5,982-64.4% |
| Admin fee / account holder | $312 | $6,501-95.2% | $5,611-94.4% | $11,246-97.2% |