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 | $37,104 | $76,738-51.6% | $56,411-34.2% | $145,922-74.6% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 23.79% | 2994.23%-2970.4pp | 1701.33%-1677.5pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,833 | $1,380+105.3% | $1,039+172.7% | $4,660-39.2% |
| Participant deferral / active EE | $4,242 | $2,623+61.8% | $1,952+117.3% | $6,688-36.6% |
| Admin fee / account holder | $344 | $3,334-89.7% | $2,829-87.8% | $13,397-97.4% |