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 | $22,934 | $57,281-60.0% | $86,612-73.5% | $75,163-69.5% |
| Participation rate | 92.5% | 63.2%+29.3pp | 71.7%+20.8pp | 67.2%+25.3pp |
| Annual return | 19.60% | 2670.75%-2651.1pp | 591.07%-571.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,937 | $2,314+26.9% | $3,022-2.8% | $2,670+10.0% |
| Participant deferral / active EE | $7,541 | $3,318+127.3% | $4,438+69.9% | $4,125+82.8% |
| Admin fee / account holder | $4,134 | $4,112+0.5% | $5,614-26.4% | $5,651-26.8% |