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 | $14,022 | $104,486-86.6% | $76,817-81.7% | $152,861-90.8% |
| Participation rate | 95.7% | 76.6%+19.1pp | 72.1%+23.6pp | 82.4%+13.2pp |
| Annual return | 24.02% | 1013.37%-989.4pp | 1166.11%-1142.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,886 | $3,116-39.5% | $2,302-18.1% | $4,762-60.4% |
| Participant deferral / active EE | $1,109 | $4,236-73.8% | $3,336-66.8% | $5,850-81.0% |
| Admin fee / account holder | $1,650 | $12,275-86.6% | $6,420-74.3% | $11,596-85.8% |