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 9-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 | $30,720 | $169,032-81.8% | $129,207-76.2% | $145,922-78.9% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 10.84% | 14330.11%-14319.3pp | 9417.33%-9406.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,025 | $5,537-81.5% | $4,153-75.3% | $4,660-78.0% |
| Participant deferral / active EE | $1,706 | $4,987-65.8% | $4,168-59.1% | $6,688-74.5% |
| Admin fee / account holder | $469 | $9,954-95.3% | $7,715-93.9% | $13,397-96.5% |