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 3-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 | $24,779 | $169,032-85.3% | $129,207-80.8% | $145,922-83.0% |
| Participation rate | 87.0% | 76.4%+10.5pp | 69.6%+17.3pp | 80.3%+6.7pp |
| Annual return | 166.59% | 14330.11%-14163.5pp | 9417.33%-9250.7pp | 561.29%-394.7pp |
| Employer contribution / active EE | $3,617 | $5,537-34.7% | $4,153-12.9% | $4,660-22.4% |
| Participant deferral / active EE | $4,838 | $4,987-3.0% | $4,168+16.1% | $6,688-27.7% |
| Admin fee / account holder | $326 | $9,954-96.7% | $7,715-95.8% | $13,397-97.6% |