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 | $39,754 | $198,466-80.0% | $170,442-76.7% | $147,584-73.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.55% | 257.29%-238.7pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,896 | $6,184-69.3% | $5,433-65.1% | $4,876-61.1% |
| Participant deferral / active EE | $5,323 | $5,629-5.4% | $4,939+7.8% | $5,439-2.1% |
| Admin fee / account holder | $324 | $16,852-98.1% | $13,880-97.7% | $10,885-97.0% |