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 | $30,866 | $88,751-65.2% | $81,812-62.3% | $145,922-78.8% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 19.43% | 1025.40%-1006.0pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,320 | $3,083+7.7% | $2,912+14.0% | $4,660-28.7% |
| Participant deferral / active EE | $5,101 | $4,643+9.9% | $4,319+18.1% | $6,688-23.7% |
| Admin fee / account holder | $996 | $8,415-88.2% | $7,386-86.5% | $13,397-92.6% |