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 | $19,871 | $100,852-80.3% | $90,404-78.0% | $158,922-87.5% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 14.28% | 1724.20%-1709.9pp | 1293.02%-1278.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,415 | $3,689-61.6% | $3,262-56.6% | $4,761-70.3% |
| Participant deferral / active EE | $1,399 | $4,348-67.8% | $3,963-64.7% | $5,982-76.6% |
| Admin fee / account holder | $6,599 | $6,501+1.5% | $5,611+17.6% | $11,246-41.3% |