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 | $17,096 | $88,751-80.7% | $81,812-79.1% | $145,922-88.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 24.30% | 1025.40%-1001.1pp | 773.79%-749.5pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,338 | $3,083+8.3% | $2,912+14.6% | $4,660-28.4% |
| Participant deferral / active EE | $4,970 | $4,643+7.0% | $4,319+15.1% | $6,688-25.7% |
| Admin fee / account holder | $334 | $8,415-96.0% | $7,386-95.5% | $13,397-97.5% |