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 | $16,142 | $108,919-85.2% | $100,391-83.9% | $145,922-88.9% |
| Participation rate | 88.2% | 82.9%+5.3pp | 81.5%+6.8pp | 80.3%+8.0pp |
| Annual return | 10.66% | 57.88%-47.2pp | 49.20%-38.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,208 | $4,419-50.0% | $3,942-44.0% | $4,660-52.6% |
| Participant deferral / active EE | $4,863 | $8,445-42.4% | $8,082-39.8% | $6,688-27.3% |
| Admin fee / account holder | $831 | $9,689-91.4% | $7,899-89.5% | $13,397-93.8% |