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 | $41,359 | $100,852-59.0% | $90,404-54.3% | $158,922-74.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 11.03% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $6,806 | $3,689+84.5% | $3,262+108.6% | $4,761+42.9% |
| Participant deferral / active EE | $3,458 | $4,348-20.5% | $3,963-12.8% | $5,982-42.2% |
| Admin fee / account holder | $11,948 | $6,501+83.8% | $5,611+112.9% | $11,246+6.2% |