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 | $33,650 | $88,751-62.1% | $81,812-58.9% | $145,922-76.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 10.33% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,938 | $3,083-4.7% | $2,912+0.9% | $4,660-36.9% |
| Participant deferral / active EE | $3,484 | $4,643-25.0% | $4,319-19.3% | $6,688-47.9% |
| Admin fee / account holder | $819 | $8,415-90.3% | $7,386-88.9% | $13,397-93.9% |