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 | $17,671 | $70,756-75.0% | $65,493-73.0% | $142,382-87.6% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 18.67% | 1754.89%-1736.2pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,590 | $2,881-10.1% | $2,574+0.6% | $4,299-39.8% |
| Participant deferral / active EE | $1,784 | $4,637-61.5% | $3,961-55.0% | $6,507-72.6% |
| Admin fee / account holder | $532 | $6,559-91.9% | $5,028-89.4% | $12,624-95.8% |