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 9-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 | $35,921 | $88,751-59.5% | $81,812-56.1% | $145,922-75.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.57% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,013 | $3,083-34.7% | $2,912-30.9% | $4,660-56.8% |
| Participant deferral / active EE | $3,306 | $4,643-28.8% | $4,319-23.4% | $6,688-50.6% |
| Admin fee / account holder | $408 | $8,415-95.2% | $7,386-94.5% | $13,397-97.0% |