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 5-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 | $29,804 | $88,751-66.4% | $81,812-63.6% | $145,922-79.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,663 | $3,083-13.6% | $2,912-8.6% | $4,660-42.8% |
| Participant deferral / active EE | $4,451 | $4,643-4.1% | $4,319+3.1% | $6,688-33.4% |
| Admin fee / account holder | $411 | $8,415-95.1% | $7,386-94.4% | $13,397-96.9% |