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 | $23,950 | $88,751-73.0% | $81,812-70.7% | $145,922-83.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 14.33% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,180 | $3,083-61.7% | $2,912-59.5% | $4,660-74.7% |
| Participant deferral / active EE | $2,332 | $4,643-49.8% | $4,319-46.0% | $6,688-65.1% |
| Admin fee / account holder | $3,497 | $8,415-58.4% | $7,386-52.7% | $13,397-73.9% |