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 | $43,254 | $72,400-40.3% | $67,502-35.9% | $145,922-70.4% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 10.33% | 7182.46%-7172.1pp | 3512.12%-3501.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,884 | $3,069-38.6% | $2,731-31.0% | $4,660-59.6% |
| Participant deferral / active EE | $2,873 | $4,783-39.9% | $4,000-28.2% | $6,688-57.0% |
| Admin fee / account holder | $2,376 | $5,539-57.1% | $3,998-40.6% | $13,397-82.3% |