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 | $25,010 | $100,852-75.2% | $90,404-72.3% | $158,922-84.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 17.82% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,312 | $3,689-37.3% | $3,262-29.1% | $4,761-51.4% |
| Participant deferral / active EE | $3,840 | $4,348-11.7% | $3,963-3.1% | $5,982-35.8% |
| Admin fee / account holder | $373 | $6,501-94.3% | $5,611-93.4% | $11,246-96.7% |