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 | $43,337 | $88,751-51.2% | $81,812-47.0% | $145,922-70.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 9.83% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,679 | $3,083-13.1% | $2,912-8.0% | $4,660-42.5% |
| Participant deferral / active EE | $2,454 | $4,643-47.2% | $4,319-43.2% | $6,688-63.3% |
| Admin fee / account holder | $3,737 | $8,415-55.6% | $7,386-49.4% | $13,397-72.1% |