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 3-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 | $11,770 | $88,751-86.7% | $81,812-85.6% | $145,922-91.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.01% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,082 | $3,083-32.5% | $2,912-28.5% | $4,660-55.3% |
| Participant deferral / active EE | $4,155 | $4,643-10.5% | $4,319-3.8% | $6,688-37.9% |
| Admin fee / account holder | $898 | $8,415-89.3% | $7,386-87.8% | $13,397-93.3% |