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 9-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 | $26,734 | $100,852-73.5% | $90,404-70.4% | $158,922-83.2% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.7%+12.3pp | 82.0%+3.0pp |
| Annual return | 15.51% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $611 | $3,689-83.4% | $3,262-81.3% | $4,761-87.2% |
| Participant deferral / active EE | $2,539 | $4,348-41.6% | $3,963-35.9% | $5,982-57.6% |
| Admin fee / account holder | $1,140 | $6,501-82.5% | $5,611-79.7% | $11,246-89.9% |