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 5-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 | $20,854 | $76,738-72.8% | $56,411-63.0% | $145,922-85.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 11.73% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,581 | $1,380+14.6% | $1,039+52.2% | $4,660-66.1% |
| Participant deferral / active EE | $2,505 | $2,623-4.5% | $1,952+28.3% | $6,688-62.5% |
| Admin fee / account holder | $1,726 | $3,334-48.2% | $2,829-39.0% | $13,397-87.1% |