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 | $31,245 | $88,751-64.8% | $81,812-61.8% | $145,922-78.6% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 10.30% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,886 | $3,083-6.4% | $2,912-0.9% | $4,660-38.1% |
| Participant deferral / active EE | $2,688 | $4,643-42.1% | $4,319-37.8% | $6,688-59.8% |
| Admin fee / account holder | $5,091 | $8,415-39.5% | $7,386-31.1% | $13,397-62.0% |