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 | $15,510 | $60,323-74.3% | $81,812-81.0% | $74,495-79.2% |
| Participation rate | 92.2% | 62.9%+29.4pp | 72.3%+19.9pp | 67.2%+25.0pp |
| Annual return | 20.71% | 16.90%+3.8pp | 773.79%-753.1pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $1,086 | $2,620-58.6% | $2,912-62.7% | $2,623-58.6% |
| Participant deferral / active EE | $4,364 | $3,387+28.8% | $4,319+1.0% | $4,346+0.4% |
| Admin fee / account holder | $2,684 | $1,486+80.7% | $7,386-63.7% | $1,942+38.2% |