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 | $34,816 | $176,662-80.3% | $130,648-73.4% | $152,861-77.2% |
| Participation rate | 76.2% | 79.0%-2.8pp | 71.7%+4.4pp | 82.4%-6.3pp |
| Annual return | 19.50% | 2692.24%-2672.7pp | 1708.96%-1689.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,170 | $5,742-79.6% | $4,092-71.4% | $4,762-75.4% |
| Participant deferral / active EE | $1,714 | $4,361-60.7% | $3,603-52.4% | $5,850-70.7% |
| Admin fee / account holder | $6,014 | $7,133-15.7% | $5,464+10.0% | $11,596-48.1% |