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 | $28,608 | $176,662-83.8% | $130,648-78.1% | $152,861-81.3% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 18.67% | 2692.24%-2673.6pp | 1708.96%-1690.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $207 | $5,742-96.4% | $4,092-95.0% | $4,762-95.7% |
| Participant deferral / active EE | $3,759 | $4,361-13.8% | $3,603+4.3% | $5,850-35.7% |
| Admin fee / account holder | $1,551 | $7,133-78.2% | $5,464-71.6% | $11,596-86.6% |