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 | $36,172 | $109,817-67.1% | $98,442-63.3% | $167,490-78.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 12.28% | 1956.69%-1944.4pp | 1492.73%-1480.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $6,253 | $3,224+94.0% | $2,960+111.3% | $4,837+29.3% |
| Participant deferral / active EE | $10,070 | $4,673+115.5% | $4,276+135.5% | $6,341+58.8% |
| Admin fee / account holder | $20,948 | $6,753+210.2% | $5,949+252.1% | $12,309+70.2% |