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 | $22,548 | $49,173-54.1% | $121,098-81.4% | $75,163-70.0% |
| Participation rate | 88.9% | 55.4%+33.5pp | 69.5%+19.4pp | 67.2%+21.7pp |
| Annual return | 24.28% | 55.99%-31.7pp | 985.75%-961.5pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,660 | $1,546+7.4% | $4,164-60.1% | $2,670-37.8% |
| Participant deferral / active EE | $2,232 | $2,628-15.1% | $4,080-45.3% | $4,125-45.9% |
| Admin fee / account holder | $312 | $3,942-92.1% | $5,644-94.5% | $5,651-94.5% |