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 | $34,247 | $109,817-68.8% | $98,442-65.2% | $167,490-79.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 16.66% | 1956.69%-1940.0pp | 1492.73%-1476.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,307 | $3,224+33.6% | $2,960+45.5% | $4,837-11.0% |
| Participant deferral / active EE | $4,307 | $4,673-7.8% | $4,276+0.7% | $6,341-32.1% |
| Admin fee / account holder | $3,628 | $6,753-46.3% | $5,949-39.0% | $12,309-70.5% |