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 | $42,797 | $100,852-57.6% | $90,404-52.7% | $158,922-73.1% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 12.55% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,785 | $3,689-24.5% | $3,262-14.6% | $4,761-41.5% |
| Participant deferral / active EE | $3,383 | $4,348-22.2% | $3,963-14.6% | $5,982-43.5% |
| Admin fee / account holder | $6,738 | $6,501+3.6% | $5,611+20.1% | $11,246-40.1% |