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 9-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 | $23,053 | $70,756-67.4% | $65,493-64.8% | $142,382-83.8% |
| Participation rate | 89.5% | 77.4%+12.1pp | 73.1%+16.4pp | 80.1%+9.4pp |
| Annual return | 27.49% | 1754.89%-1727.4pp | 982.45%-955.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $2,850 | $2,881-1.1% | $2,574+10.7% | $4,299-33.7% |
| Participant deferral / active EE | $4,143 | $4,637-10.7% | $3,961+4.6% | $6,507-36.3% |
| Admin fee / account holder | $4,000 | $6,559-39.0% | $5,028-20.5% | $12,624-68.3% |