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 6-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 | $30,021 | $88,751-66.2% | $81,812-63.3% | $145,922-79.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.35% | 1025.40%-1010.1pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,869 | $3,083-39.4% | $2,912-35.8% | $4,660-59.9% |
| Participant deferral / active EE | $4,363 | $4,643-6.0% | $4,319+1.0% | $6,688-34.8% |
| Admin fee / account holder | $2,407 | $8,415-71.4% | $7,386-67.4% | $13,397-82.0% |