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 | $37,693 | $88,751-57.5% | $81,812-53.9% | $145,922-74.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.58% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,688 | $3,083-45.3% | $2,912-42.0% | $4,660-63.8% |
| Participant deferral / active EE | $4,598 | $4,643-1.0% | $4,319+6.5% | $6,688-31.3% |
| Admin fee / account holder | $674 | $8,415-92.0% | $7,386-90.9% | $13,397-95.0% |