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 | $38,590 | $90,600-57.4% | $79,464-51.4% | $135,375-71.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.79% | 977.43%-966.6pp | 718.14%-707.4pp | 519.73%-508.9pp |
| Employer contribution / active EE | $1,506 | $3,068-50.9% | $2,800-46.2% | $4,779-68.5% |
| Participant deferral / active EE | $2,855 | $4,050-29.5% | $3,704-22.9% | $5,609-49.1% |
| Admin fee / account holder | $428 | $5,907-92.8% | $5,113-91.6% | $10,827-96.0% |