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 | $33,758 | $70,587-52.2% | $124,672-72.9% | $85,850-60.7% |
| Participation rate | 98.1% | 64.4%+33.7pp | 74.6%+23.5pp | 69.3%+28.8pp |
| Annual return | 19.41% | 20688.83%-20669.4pp | 5142.93%-5123.5pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,708 | $1,913-10.8% | $3,324-48.6% | $2,565-33.4% |
| Participant deferral / active EE | $1,391 | $2,969-53.1% | $4,614-69.9% | $3,952-64.8% |
| Admin fee / account holder | $4,116 | $5,282-22.1% | $7,493-45.1% | $6,260-34.2% |