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 | $19,890 | $81,625-75.6% | $58,482-66.0% | $139,434-85.7% |
| Participation rate | 86.4% | 61.3%+25.0pp | 50.9%+35.5pp | 80.3%+6.0pp |
| Annual return | 15.09% | 7404.20%-7389.1pp | 4239.32%-4224.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $625 | $1,398-55.3% | $1,053-40.7% | $4,751-86.8% |
| Participant deferral / active EE | $1,295 | $2,557-49.3% | $1,924-32.7% | $6,710-80.7% |
| Admin fee / account holder | $1,175 | $3,265-64.0% | $2,516-53.3% | $11,403-89.7% |