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 | $47,427 | $88,751-46.6% | $81,812-42.0% | $145,922-67.5% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 11.83% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,284 | $3,083+39.0% | $2,912+47.1% | $4,660-8.1% |
| Participant deferral / active EE | $4,384 | $4,643-5.6% | $4,319+1.5% | $6,688-34.4% |
| Admin fee / account holder | $11,656 | $8,415+38.5% | $7,386+57.8% | $13,397-13.0% |