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 | $34,156 | $100,852-66.1% | $90,404-62.2% | $158,922-78.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.26% | 1724.20%-1702.9pp | 1293.02%-1271.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,722 | $3,689-26.2% | $3,262-16.6% | $4,761-42.8% |
| Participant deferral / active EE | $4,692 | $4,348+7.9% | $3,963+18.4% | $5,982-21.6% |
| Admin fee / account holder | $379 | $6,501-94.2% | $5,611-93.2% | $11,246-96.6% |