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 | $35,900 | $100,852-64.4% | $90,404-60.3% | $158,922-77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.35% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,086 | $3,689-43.5% | $3,262-36.1% | $4,761-56.2% |
| Participant deferral / active EE | $12,798 | $4,348+194.3% | $3,963+222.9% | $5,982+113.9% |
| Admin fee / account holder | $532 | $6,501-91.8% | $5,611-90.5% | $11,246-95.3% |