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 5-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 | $26,137 | $88,751-70.5% | $81,812-68.1% | $145,922-82.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 22.02% | 1025.40%-1003.4pp | 773.79%-751.8pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,340 | $3,083-24.1% | $2,912-19.6% | $4,660-49.8% |
| Participant deferral / active EE | $7,793 | $4,643+67.8% | $4,319+80.4% | $6,688+16.5% |
| Admin fee / account holder | $1,754 | $8,415-79.2% | $7,386-76.3% | $13,397-86.9% |