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 | $25,574 | $100,852-74.6% | $90,404-71.7% | $158,922-83.9% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 14.66% | 1724.20%-1709.5pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,139 | $3,689-14.9% | $3,262-3.8% | $4,761-34.1% |
| Participant deferral / active EE | $1,825 | $4,348-58.0% | $3,963-54.0% | $5,982-69.5% |
| Admin fee / account holder | $840 | $6,501-87.1% | $5,611-85.0% | $11,246-92.5% |