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 | $31,692 | $104,486-69.7% | $76,817-58.7% | $152,861-79.3% |
| Participation rate | 94.7% | 76.6%+18.1pp | 72.1%+22.7pp | 82.4%+12.3pp |
| Annual return | 19.63% | 1013.37%-993.7pp | 1166.11%-1146.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,470 | $3,116-20.7% | $2,302+7.3% | $4,762-48.1% |
| Participant deferral / active EE | $2,976 | $4,236-29.7% | $3,336-10.8% | $5,850-49.1% |
| Admin fee / account holder | $302 | $12,275-97.5% | $6,420-95.3% | $11,596-97.4% |