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 | $20,857 | $100,852-79.3% | $90,404-76.9% | $158,922-86.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 26.39% | 1724.20%-1697.8pp | 1293.02%-1266.6pp | 302.83%-276.4pp |
| Employer contribution / active EE | $1,630 | $3,689-55.8% | $3,262-50.0% | $4,761-65.8% |
| Participant deferral / active EE | $3,823 | $4,348-12.1% | $3,963-3.6% | $5,982-36.1% |
| Admin fee / account holder | $4,176 | $6,501-35.8% | $5,611-25.6% | $11,246-62.9% |