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 | $28,523 | $100,852-71.7% | $90,404-68.4% | $158,922-82.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 23.46% | 1724.20%-1700.7pp | 1293.02%-1269.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,472 | $3,689-60.1% | $3,262-54.9% | $4,761-69.1% |
| Participant deferral / active EE | $3,978 | $4,348-8.5% | $3,963+0.4% | $5,982-33.5% |
| Admin fee / account holder | $1,459 | $6,501-77.6% | $5,611-74.0% | $11,246-87.0% |