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 | $17,730 | $72,400-75.5% | $67,502-73.7% | $145,922-87.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.85% | 7182.46%-7167.6pp | 3512.12%-3497.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,898 | $3,069-38.2% | $2,731-30.5% | $4,660-59.3% |
| Participant deferral / active EE | $2,241 | $4,783-53.1% | $4,000-44.0% | $6,688-66.5% |
| Admin fee / account holder | $662 | $5,539-88.0% | $3,998-83.4% | $13,397-95.1% |