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 | $41,289 | $88,751-53.5% | $81,812-49.5% | $145,922-71.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.52% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,986 | $3,083+29.3% | $2,912+36.9% | $4,660-14.5% |
| Participant deferral / active EE | $6,386 | $4,643+37.5% | $4,319+47.9% | $6,688-4.5% |
| Admin fee / account holder | $10,377 | $8,415+23.3% | $7,386+40.5% | $13,397-22.5% |