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 | $37,399 | $100,852-62.9% | $90,404-58.6% | $158,922-76.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 18.02% | 1724.20%-1706.2pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $561 | $3,689-84.8% | $3,262-82.8% | $4,761-88.2% |
| Participant deferral / active EE | $5,141 | $4,348+18.3% | $3,963+29.7% | $5,982-14.1% |
| Admin fee / account holder | $394 | $6,501-93.9% | $5,611-93.0% | $11,246-96.5% |