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 | $31,850 | $109,817-71.0% | $98,442-67.6% | $167,490-81.0% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 16.46% | 1956.69%-1940.2pp | 1492.73%-1476.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $570 | $3,224-82.3% | $2,960-80.7% | $4,837-88.2% |
| Participant deferral / active EE | $2,956 | $4,673-36.7% | $4,276-30.9% | $6,341-53.4% |
| Admin fee / account holder | $611 | $6,753-90.9% | $5,949-89.7% | $12,309-95.0% |