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 | $26,497 | $88,751-70.1% | $81,812-67.6% | $145,922-81.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.79% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $988 | $3,083-68.0% | $2,912-66.1% | $4,660-78.8% |
| Participant deferral / active EE | $4,987 | $4,643+7.4% | $4,319+15.5% | $6,688-25.4% |
| Admin fee / account holder | $797 | $8,415-90.5% | $7,386-89.2% | $13,397-94.1% |