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 | $24,799 | $150,440-83.5% | $136,294-81.8% | $147,584-83.2% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 19.06% | 1049.08%-1030.0pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,114 | $5,256-40.7% | $4,695-33.7% | $4,876-36.1% |
| Participant deferral / active EE | $6,389 | $6,630-3.6% | $6,247+2.3% | $5,439+17.5% |
| Admin fee / account holder | $864 | $10,905-92.1% | $9,243-90.7% | $10,885-92.1% |