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 | $36,101 | $100,852-64.2% | $90,404-60.1% | $158,922-77.3% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 9.03% | 1724.20%-1715.2pp | 1293.02%-1284.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $656 | $3,689-82.2% | $3,262-79.9% | $4,761-86.2% |
| Participant deferral / active EE | $1,968 | $4,348-54.7% | $3,963-50.4% | $5,982-67.1% |
| Admin fee / account holder | $20,033 | $6,501+208.2% | $5,611+257.0% | $11,246+78.1% |