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 | $26,560 | $121,625-78.2% | $104,607-74.6% | $158,922-83.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.40% | 465.26%-449.9pp | 340.46%-325.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,095 | $3,163-65.4% | $2,681-59.2% | $4,761-77.0% |
| Participant deferral / active EE | $5,929 | $4,177+41.9% | $3,740+58.5% | $5,982-0.9% |
| Admin fee / account holder | $7,441 | $7,787-4.4% | $6,473+15.0% | $11,246-33.8% |