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 5-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 | $25,403 | $210,648-87.9% | $177,989-85.7% | $145,922-82.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.30% | 385.86%-374.6pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,793 | $4,565+5.0% | $3,949+21.4% | $4,660+2.9% |
| Participant deferral / active EE | $4,551 | $6,958-34.6% | $6,276-27.5% | $6,688-31.9% |
| Admin fee / account holder | $456 | $12,013-96.2% | $10,363-95.6% | $13,397-96.6% |