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 | $48,694 | $100,852-51.7% | $90,404-46.1% | $158,922-69.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 22.97% | 1724.20%-1701.2pp | 1293.02%-1270.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,040 | $3,689-17.6% | $3,262-6.8% | $4,761-36.1% |
| Participant deferral / active EE | $3,217 | $4,348-26.0% | $3,963-18.8% | $5,982-46.2% |
| Admin fee / account holder | $497 | $6,501-92.4% | $5,611-91.1% | $11,246-95.6% |