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 | $34,880 | $70,756-50.7% | $65,493-46.7% | $142,382-75.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 13.46% | 1754.89%-1741.4pp | 982.45%-969.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,438 | $4,637+38.8% | $3,961+62.5% | $6,507-1.1% |
| Admin fee / account holder | $16,519 | $6,559+151.8% | $5,028+228.5% | $12,624+30.9% |