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 5-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 | $36,202 | $88,751-59.2% | $81,812-55.7% | $145,922-75.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.96% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,176 | $3,083+35.4% | $2,912+43.4% | $4,660-10.4% |
| Participant deferral / active EE | $10,511 | $4,643+126.4% | $4,319+143.4% | $6,688+57.2% |
| Admin fee / account holder | $743 | $8,415-91.2% | $7,386-89.9% | $13,397-94.5% |