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 | $19,775 | $102,604-80.7% | $86,188-77.1% | $139,434-85.8% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 16.74% | 1922.51%-1905.8pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,269 | $3,032-58.1% | $2,380-46.7% | $4,751-73.3% |
| Participant deferral / active EE | $1,281 | $4,676-72.6% | $3,985-67.8% | $6,710-80.9% |
| Admin fee / account holder | $363 | $8,657-95.8% | $6,852-94.7% | $11,403-96.8% |