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 | $34,345 | $100,852-65.9% | $90,404-62.0% | $158,922-78.4% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 19.05% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,713 | $3,689-26.5% | $3,262-16.8% | $4,761-43.0% |
| Participant deferral / active EE | $7,747 | $4,348+78.2% | $3,963+95.5% | $5,982+29.5% |
| Admin fee / account holder | $304 | $6,501-95.3% | $5,611-94.6% | $11,246-97.3% |