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 8-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 | $29,987 | $88,751-66.2% | $81,812-63.3% | $145,922-79.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.85% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,939 | $3,083-37.1% | $2,912-33.4% | $4,660-58.4% |
| Participant deferral / active EE | $6,243 | $4,643+34.5% | $4,319+44.6% | $6,688-6.7% |
| Admin fee / account holder | $1,176 | $8,415-86.0% | $7,386-84.1% | $13,397-91.2% |