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 | $39,449 | $100,852-60.9% | $90,404-56.4% | $158,922-75.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 15.42% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,542 | $3,689-31.1% | $3,262-22.1% | $4,761-46.6% |
| Participant deferral / active EE | $8,934 | $4,348+105.5% | $3,963+125.4% | $5,982+49.4% |
| Admin fee / account holder | $15,622 | $6,501+140.3% | $5,611+178.4% | $11,246+38.9% |