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 | $33,416 | $104,486-68.0% | $76,817-56.5% | $152,861-78.1% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.4%+3.3pp |
| Annual return | 23.35% | 1013.37%-990.0pp | 1166.11%-1142.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,298 | $3,116-58.3% | $2,302-43.6% | $4,762-72.7% |
| Participant deferral / active EE | $4,024 | $4,236-5.0% | $3,336+20.6% | $5,850-31.2% |
| Admin fee / account holder | $477 | $12,275-96.1% | $6,420-92.6% | $11,596-95.9% |