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 | $14,734 | $102,604-85.6% | $86,188-82.9% | $139,434-89.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 13.72% | 1922.51%-1908.8pp | 1168.45%-1154.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,647 | $3,032-12.7% | $2,380+11.2% | $4,751-44.3% |
| Participant deferral / active EE | $3,375 | $4,676-27.8% | $3,985-15.3% | $6,710-49.7% |
| Admin fee / account holder | $11,509 | $8,657+32.9% | $6,852+68.0% | $11,403+0.9% |