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 | $56,502 | $102,604-44.9% | $86,188-34.4% | $139,434-59.5% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 10.62% | 1922.51%-1911.9pp | 1168.45%-1157.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,301 | $3,032-57.1% | $2,380-45.4% | $4,751-72.6% |
| Participant deferral / active EE | $3,400 | $4,676-27.3% | $3,985-14.7% | $6,710-49.3% |
| Admin fee / account holder | $18,718 | $8,657+116.2% | $6,852+173.2% | $11,403+64.2% |