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 | $21,617 | $96,305-77.6% | $80,569-73.2% | $139,434-84.5% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 15.26% | 1350.08%-1334.8pp | 935.43%-920.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,563 | $3,262-52.1% | $2,723-42.6% | $4,751-67.1% |
| Participant deferral / active EE | $3,086 | $5,232-41.0% | $4,447-30.6% | $6,710-54.0% |
| Admin fee / account holder | $11,449 | $6,599+73.5% | $5,377+112.9% | $11,403+0.4% |