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 | $18,061 | $100,852-82.1% | $90,404-80.0% | $158,922-88.6% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 22.43% | 1724.20%-1701.8pp | 1293.02%-1270.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,252 | $3,689-38.9% | $3,262-31.0% | $4,761-52.7% |
| Participant deferral / active EE | $3,500 | $4,348-19.5% | $3,963-11.7% | $5,982-41.5% |
| Admin fee / account holder | $482 | $6,501-92.6% | $5,611-91.4% | $11,246-95.7% |