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 | $13,533 | $100,852-86.6% | $90,404-85.0% | $158,922-91.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 24.72% | 1724.20%-1699.5pp | 1293.02%-1268.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $182 | $3,689-95.1% | $3,262-94.4% | $4,761-96.2% |
| Participant deferral / active EE | $801 | $4,348-81.6% | $3,963-79.8% | $5,982-86.6% |
| Admin fee / account holder | $449 | $6,501-93.1% | $5,611-92.0% | $11,246-96.0% |