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 | $26,884 | $99,020-72.8% | $86,590-69.0% | $147,584-81.8% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 17.69% | 1312.34%-1294.6pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,724 | $3,132-45.0% | $2,839-39.3% | $4,876-64.7% |
| Participant deferral / active EE | $4,897 | $3,972+23.3% | $3,609+35.7% | $5,439-10.0% |
| Admin fee / account holder | $438 | $5,710-92.3% | $4,906-91.1% | $10,885-96.0% |