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 | $33,144 | $104,486-68.3% | $76,817-56.9% | $152,861-78.3% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.4%-11.0pp |
| Annual return | 28.18% | 1013.37%-985.2pp | 1166.11%-1137.9pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,991 | $3,116-4.0% | $2,302+29.9% | $4,762-37.2% |
| Participant deferral / active EE | $5,291 | $4,236+24.9% | $3,336+58.6% | $5,850-9.6% |
| Admin fee / account holder | $745 | $12,275-93.9% | $6,420-88.4% | $11,596-93.6% |