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 | $30,893 | $96,305-67.9% | $80,569-61.7% | $139,434-77.8% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 15.91% | 1350.08%-1334.2pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,854 | $3,262-43.2% | $2,723-31.9% | $4,751-61.0% |
| Participant deferral / active EE | $2,150 | $5,232-58.9% | $4,447-51.7% | $6,710-68.0% |
| Admin fee / account holder | $739 | $6,599-88.8% | $5,377-86.3% | $11,403-93.5% |