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 | $17,550 | $108,642-83.8% | $74,701-76.5% | $152,861-88.5% |
| Participation rate | 90.0% | 65.3%+24.7pp | 54.5%+35.5pp | 82.4%+7.6pp |
| Annual return | 22.26% | 114.06%-91.8pp | 752.92%-730.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,360 | $1,503-9.5% | $1,084+25.5% | $4,762-71.4% |
| Participant deferral / active EE | $3,139 | $2,712+15.7% | $1,964+59.9% | $5,850-46.3% |
| Admin fee / account holder | $1,906 | $4,902-61.1% | $3,333-42.8% | $11,596-83.6% |