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 | $27,396 | $88,751-69.1% | $81,812-66.5% | $145,922-81.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.82% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,542 | $3,083+14.9% | $2,912+21.6% | $4,660-24.0% |
| Participant deferral / active EE | $3,549 | $4,643-23.6% | $4,319-17.8% | $6,688-46.9% |
| Admin fee / account holder | $2,453 | $8,415-70.8% | $7,386-66.8% | $13,397-81.7% |