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 | $54,650 | $109,817-50.2% | $98,442-44.5% | $167,490-67.4% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 13.83% | 1956.69%-1942.9pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $945 | $3,224-70.7% | $2,960-68.1% | $4,837-80.5% |
| Participant deferral / active EE | $1,483 | $4,673-68.3% | $4,276-65.3% | $6,341-76.6% |
| Admin fee / account holder | $856 | $6,753-87.3% | $5,949-85.6% | $12,309-93.0% |