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 7-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 | $25,703 | $96,305-73.3% | $80,569-68.1% | $139,434-81.6% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 12.78% | 1350.08%-1337.3pp | 935.43%-922.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,090 | $3,262-5.3% | $2,723+13.4% | $4,751-35.0% |
| Participant deferral / active EE | $4,690 | $5,232-10.4% | $4,447+5.5% | $6,710-30.1% |
| Admin fee / account holder | $16,152 | $6,599+144.8% | $5,377+200.4% | $11,403+41.7% |