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 | $28,652 | $150,440-81.0% | $136,294-79.0% | $147,584-80.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.46% | 1049.08%-1026.6pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,343 | $5,256-55.4% | $4,695-50.1% | $4,876-52.0% |
| Participant deferral / active EE | $3,413 | $6,630-48.5% | $6,247-45.4% | $5,439-37.2% |
| Admin fee / account holder | $3,339 | $10,905-69.4% | $9,243-63.9% | $10,885-69.3% |