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 | $41,571 | $99,020-58.0% | $86,590-52.0% | $147,584-71.8% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 15.70% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.9pp |
| Employer contribution / active EE | $29 | $3,132-99.1% | $2,839-99.0% | $4,876-99.4% |
| Participant deferral / active EE | $2,852 | $3,972-28.2% | $3,609-21.0% | $5,439-47.6% |
| Admin fee / account holder | $1,785 | $5,710-68.7% | $4,906-63.6% | $10,885-83.6% |