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 | $28,697 | $100,852-71.5% | $90,404-68.3% | $158,922-81.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 19.76% | 1724.20%-1704.4pp | 1293.02%-1273.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,022 | $3,689-72.3% | $3,262-68.7% | $4,761-78.5% |
| Participant deferral / active EE | $3,555 | $4,348-18.2% | $3,963-10.3% | $5,982-40.6% |
| Admin fee / account holder | $831 | $6,501-87.2% | $5,611-85.2% | $11,246-92.6% |