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 10-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 | $40,400 | $65,409-38.2% | $98,442-59.0% | $85,850-52.9% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.3pp | 69.3%+28.4pp |
| Annual return | 19.09% | 21.76%-2.7pp | 1492.73%-1473.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,824 | $2,168-15.9% | $2,960-38.4% | $2,565-28.9% |
| Participant deferral / active EE | $2,149 | $3,166-32.1% | $4,276-49.7% | $3,952-45.6% |
| Admin fee / account holder | $1,017 | $4,593-77.8% | $5,949-82.9% | $6,260-83.7% |