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 | $41,466 | $124,185-66.6% | $108,410-61.8% | $167,490-75.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.03% | 1379.64%-1365.6pp | 905.27%-891.2pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,120 | $4,187-73.2% | $3,558-68.5% | $4,837-76.8% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,563+197.1% | $6,341+207.5% |
| Admin fee / account holder | $502 | $9,455-94.7% | $7,295-93.1% | $12,309-95.9% |