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 | $10,991 | $100,852-89.1% | $90,404-87.8% | $158,922-93.1% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 10.09% | 1724.20%-1714.1pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,227 | $3,689-66.7% | $3,262-62.4% | $4,761-74.2% |
| Participant deferral / active EE | $1,547 | $4,348-64.4% | $3,963-61.0% | $5,982-74.1% |
| Admin fee / account holder | $1,101 | $6,501-83.1% | $5,611-80.4% | $11,246-90.2% |