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 | $14,204 | $99,020-85.7% | $86,590-83.6% | $147,584-90.4% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 23.11% | 1312.34%-1289.2pp | 964.84%-941.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $1,980 | $3,132-36.8% | $2,839-30.3% | $4,876-59.4% |
| Participant deferral / active EE | $4,537 | $3,972+14.2% | $3,609+25.7% | $5,439-16.6% |
| Admin fee / account holder | $1,999 | $5,710-65.0% | $4,906-59.2% | $10,885-81.6% |