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 | $56,319 | $102,604-45.1% | $86,188-34.7% | $139,434-59.6% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 17.68% | 1922.51%-1904.8pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $627 | $3,032-79.3% | $2,380-73.6% | $4,751-86.8% |
| Participant deferral / active EE | $3,311 | $4,676-29.2% | $3,985-16.9% | $6,710-50.7% |
| Admin fee / account holder | $2,875 | $8,657-66.8% | $6,852-58.0% | $11,403-74.8% |