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 | $30,198 | $70,587-57.2% | $124,672-75.8% | $85,850-64.8% |
| Participation rate | 82.8% | 64.4%+18.4pp | 74.6%+8.2pp | 69.3%+13.5pp |
| Annual return | 13.52% | 20688.83%-20675.3pp | 5142.93%-5129.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,367 | $1,913-28.5% | $3,324-58.9% | $2,565-46.7% |
| Participant deferral / active EE | $2,075 | $2,969-30.1% | $4,614-55.0% | $3,952-47.5% |
| Admin fee / account holder | $2,189 | $5,282-58.6% | $7,493-70.8% | $6,260-65.0% |