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 | $33,025 | $81,625-59.5% | $58,482-43.5% | $139,434-76.3% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 23.78% | 7404.20%-7380.4pp | 4239.32%-4215.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,970 | $1,398+40.9% | $1,053+87.1% | $4,751-58.5% |
| Participant deferral / active EE | $6,740 | $2,557+163.6% | $1,924+250.3% | $6,710+0.4% |
| Admin fee / account holder | $649 | $3,265-80.1% | $2,516-74.2% | $11,403-94.3% |