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 | $25,983 | $99,020-73.8% | $86,590-70.0% | $147,584-82.4% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.95% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,486 | $3,132+11.3% | $2,839+22.8% | $4,876-28.5% |
| Participant deferral / active EE | $751 | $3,972-81.1% | $3,609-79.2% | $5,439-86.2% |
| Admin fee / account holder | $9,581 | $5,710+67.8% | $4,906+95.3% | $10,885-12.0% |