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 | $27,385 | $96,305-71.6% | $80,569-66.0% | $139,434-80.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 15.46% | 1350.08%-1334.6pp | 935.43%-920.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,582 | $3,262+9.8% | $2,723+31.5% | $4,751-24.6% |
| Participant deferral / active EE | $3,399 | $5,232-35.0% | $4,447-23.6% | $6,710-49.4% |
| Admin fee / account holder | $13,329 | $6,599+102.0% | $5,377+147.9% | $11,403+16.9% |