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 | $29,837 | $156,846-81.0% | $121,098-75.4% | $139,434-78.6% |
| Participation rate | 82.4% | 76.4%+5.9pp | 69.5%+12.9pp | 80.3%+2.0pp |
| Annual return | 10.26% | 1474.56%-1464.3pp | 985.75%-975.5pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,813 | $5,536-67.3% | $4,164-56.5% | $4,751-61.8% |
| Participant deferral / active EE | $3,903 | $4,844-19.4% | $4,080-4.3% | $6,710-41.8% |
| Admin fee / account holder | $47,687 | $6,946+586.6% | $5,644+744.8% | $11,403+318.2% |