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 | $29,300 | $57,281-48.8% | $86,612-66.2% | $75,163-61.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 17.20% | 2670.75%-2653.5pp | 591.07%-573.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $908 | $2,314-60.8% | $3,022-70.0% | $2,670-66.0% |
| Participant deferral / active EE | $4,563 | $3,318+37.5% | $4,438+2.8% | $4,125+10.6% |
| Admin fee / account holder | $910 | $4,112-77.9% | $5,614-83.8% | $5,651-83.9% |