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 | $28,798 | $109,817-73.8% | $98,442-70.7% | $167,490-82.8% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 30.50% | 1956.69%-1926.2pp | 1492.73%-1462.2pp | 478.56%-448.1pp |
| Employer contribution / active EE | $1,963 | $3,224-39.1% | $2,960-33.7% | $4,837-59.4% |
| Participant deferral / active EE | $2,337 | $4,673-50.0% | $4,276-45.3% | $6,341-63.1% |
| Admin fee / account holder | $22,288 | $6,753+230.1% | $5,949+274.6% | $12,309+81.1% |