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 | $29,109 | $100,852-71.1% | $90,404-67.8% | $158,922-81.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.44% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,076 | $3,689-16.6% | $3,262-5.7% | $4,761-35.4% |
| Participant deferral / active EE | $3,022 | $4,348-30.5% | $3,963-23.7% | $5,982-49.5% |
| Admin fee / account holder | $396 | $6,501-93.9% | $5,611-93.0% | $11,246-96.5% |