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 | $17,105 | $88,751-80.7% | $81,812-79.1% | $145,922-88.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 13.02% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $941 | $3,083-69.5% | $2,912-67.7% | $4,660-79.8% |
| Participant deferral / active EE | $5,828 | $4,643+25.5% | $4,319+35.0% | $6,688-12.9% |
| Admin fee / account holder | $18,675 | $8,415+121.9% | $7,386+152.8% | $13,397+39.4% |