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 | $41,067 | $102,604-60.0% | $86,188-52.4% | $139,434-70.5% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 12.23% | 1922.51%-1910.3pp | 1168.45%-1156.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,841 | $3,032-39.3% | $2,380-22.6% | $4,751-61.2% |
| Participant deferral / active EE | $2,859 | $4,676-38.9% | $3,985-28.3% | $6,710-57.4% |
| Admin fee / account holder | $11,030 | $8,657+27.4% | $6,852+61.0% | $11,403-3.3% |