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 | $38,943 | $109,817-64.5% | $98,442-60.4% | $167,490-76.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 14.28% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,036 | $3,224-36.8% | $2,960-31.2% | $4,837-57.9% |
| Participant deferral / active EE | $2,036 | $4,673-56.4% | $4,276-52.4% | $6,341-67.9% |
| Admin fee / account holder | $3,435 | $6,753-49.1% | $5,949-42.3% | $12,309-72.1% |