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 | $10,850 | $100,852-89.2% | $90,404-88.0% | $158,922-93.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 10.30% | 1724.20%-1713.9pp | 1293.02%-1282.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $3,949 | $3,689+7.1% | $3,262+21.1% | $4,761-17.1% |
| Participant deferral / active EE | $3,733 | $4,348-14.1% | $3,963-5.8% | $5,982-37.6% |
| Admin fee / account holder | $5,426 | $6,501-16.5% | $5,611-3.3% | $11,246-51.7% |