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 | $13,375 | $99,020-86.5% | $86,590-84.6% | $147,584-90.9% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 19.70% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $6,039 | $3,132+92.8% | $2,839+112.7% | $4,876+23.8% |
| Participant deferral / active EE | $4,435 | $3,972+11.6% | $3,609+22.9% | $5,439-18.5% |
| Admin fee / account holder | $1,546 | $5,710-72.9% | $4,906-68.5% | $10,885-85.8% |