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 | $13,112 | $102,604-87.2% | $86,188-84.8% | $139,434-90.6% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 15.40% | 1922.51%-1907.1pp | 1168.45%-1153.1pp | 372.94%-357.5pp |
| Employer contribution / active EE | $659 | $3,032-78.3% | $2,380-72.3% | $4,751-86.1% |
| Participant deferral / active EE | $1,722 | $4,676-63.2% | $3,985-56.8% | $6,710-74.3% |
| Admin fee / account holder | $1,093 | $8,657-87.4% | $6,852-84.0% | $11,403-90.4% |