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 | $39,834 | $185,200-78.5% | $142,863-72.1% | $167,490-76.2% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 15.12% | 8555.70%-8540.6pp | 5637.54%-5622.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,576 | $5,604-71.9% | $4,144-62.0% | $4,837-67.4% |
| Participant deferral / active EE | $2,800 | $4,494-37.7% | $3,837-27.0% | $6,341-55.8% |
| Admin fee / account holder | $519 | $8,031-93.5% | $6,560-92.1% | $12,309-95.8% |