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 | $16,709 | $88,751-81.2% | $81,812-79.6% | $145,922-88.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.38% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,746 | $3,083-43.4% | $2,912-40.0% | $4,660-62.5% |
| Participant deferral / active EE | $1,879 | $4,643-59.5% | $4,319-56.5% | $6,688-71.9% |
| Admin fee / account holder | $3,301 | $8,415-60.8% | $7,386-55.3% | $13,397-75.4% |