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 5-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 | $13,036 | $88,751-85.3% | $81,812-84.1% | $145,922-91.1% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.3%+23.1pp | 80.3%+15.2pp |
| Annual return | 11.19% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,977 | $3,083-35.9% | $2,912-32.1% | $4,660-57.6% |
| Participant deferral / active EE | $1,363 | $4,643-70.6% | $4,319-68.4% | $6,688-79.6% |
| Admin fee / account holder | $2,448 | $8,415-70.9% | $7,386-66.9% | $13,397-81.7% |