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 | $34,179 | $102,604-66.7% | $86,188-60.3% | $139,434-75.5% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.0%+8.3pp | 80.3%-3.0pp |
| Annual return | 14.46% | 1922.51%-1908.1pp | 1168.45%-1154.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,181 | $3,032-61.1% | $2,380-50.4% | $4,751-75.2% |
| Participant deferral / active EE | $4,886 | $4,676+4.5% | $3,985+22.6% | $6,710-27.2% |
| Admin fee / account holder | $6,555 | $8,657-24.3% | $6,852-4.3% | $11,403-42.5% |