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 | $38,828 | $100,852-61.5% | $90,404-57.1% | $158,922-75.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 13.39% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,404 | $3,689-61.9% | $3,262-57.0% | $4,761-70.5% |
| Participant deferral / active EE | $3,530 | $4,348-18.8% | $3,963-10.9% | $5,982-41.0% |
| Admin fee / account holder | $478 | $6,501-92.6% | $5,611-91.5% | $11,246-95.7% |