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 | $18,399 | $156,846-88.3% | $121,098-84.8% | $139,434-86.8% |
| Participation rate | 92.9% | 76.4%+16.4pp | 69.5%+23.4pp | 80.3%+12.5pp |
| Annual return | 9.75% | 1474.56%-1464.8pp | 985.75%-976.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,251 | $5,536-77.4% | $4,164-69.9% | $4,751-73.7% |
| Participant deferral / active EE | $2,149 | $4,844-55.6% | $4,080-47.3% | $6,710-68.0% |
| Admin fee / account holder | $740 | $6,946-89.4% | $5,644-86.9% | $11,403-93.5% |