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 | $17,742 | $169,032-89.5% | $129,207-86.3% | $145,922-87.8% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 9.60% | 14330.11%-14320.5pp | 9417.33%-9407.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,442 | $5,537-74.0% | $4,153-65.3% | $4,660-69.0% |
| Participant deferral / active EE | $2,435 | $4,987-51.2% | $4,168-41.6% | $6,688-63.6% |
| Admin fee / account holder | $412 | $9,954-95.9% | $7,715-94.7% | $13,397-96.9% |