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 | $29,389 | $176,662-83.4% | $130,648-77.5% | $152,861-80.8% |
| Participation rate | 84.2% | 79.0%+5.2pp | 71.7%+12.5pp | 82.4%+1.8pp |
| Annual return | 19.62% | 2692.24%-2672.6pp | 1708.96%-1689.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,518 | $5,742-73.6% | $4,092-62.9% | $4,762-68.1% |
| Participant deferral / active EE | $2,643 | $4,361-39.4% | $3,603-26.6% | $5,850-54.8% |
| Admin fee / account holder | $4,678 | $7,133-34.4% | $5,464-14.4% | $11,596-59.7% |