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 | $13,650 | $88,751-84.6% | $81,812-83.3% | $145,922-90.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 11.19% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $865 | $3,083-71.9% | $2,912-70.3% | $4,660-81.4% |
| Participant deferral / active EE | $1,514 | $4,643-67.4% | $4,319-65.0% | $6,688-77.4% |
| Admin fee / account holder | $2,060 | $8,415-75.5% | $7,386-72.1% | $13,397-84.6% |