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 | $38,517 | $100,852-61.8% | $90,404-57.4% | $158,922-75.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 15.83% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $716 | $3,689-80.6% | $3,262-78.0% | $4,761-85.0% |
| Participant deferral / active EE | $4,264 | $4,348-1.9% | $3,963+7.6% | $5,982-28.7% |
| Admin fee / account holder | $510 | $6,501-92.2% | $5,611-90.9% | $11,246-95.5% |