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 | $25,171 | $57,281-56.1% | $86,612-70.9% | $75,163-66.5% |
| Participation rate | 88.5% | 63.2%+25.3pp | 71.7%+16.8pp | 67.2%+21.3pp |
| Annual return | 21.35% | 2670.75%-2649.4pp | 591.07%-569.7pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,478 | $2,314+7.1% | $3,022-18.0% | $2,670-7.2% |
| Participant deferral / active EE | $3,030 | $3,318-8.7% | $4,438-31.7% | $4,125-26.5% |
| Admin fee / account holder | $12,963 | $4,112+215.3% | $5,614+130.9% | $5,651+129.4% |