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 | $31,430 | $109,817-71.4% | $98,442-68.1% | $167,490-81.2% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 9.67% | 1956.69%-1947.0pp | 1492.73%-1483.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,311 | $3,224-59.4% | $2,960-55.7% | $4,837-72.9% |
| Participant deferral / active EE | $1,311 | $4,673-72.0% | $4,276-69.3% | $6,341-79.3% |
| Admin fee / account holder | $793 | $6,753-88.3% | $5,949-86.7% | $12,309-93.6% |