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 | $47,519 | $100,852-52.9% | $90,404-47.4% | $158,922-70.1% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.7%+23.2pp | 82.0%+13.9pp |
| Annual return | 13.91% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,831 | $3,689-50.4% | $3,262-43.9% | $4,761-61.6% |
| Participant deferral / active EE | $3,878 | $4,348-10.8% | $3,963-2.2% | $5,982-35.2% |
| Admin fee / account holder | $582 | $6,501-91.1% | $5,611-89.6% | $11,246-94.8% |