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 | $30,853 | $169,032-81.7% | $129,207-76.1% | $145,922-78.9% |
| Participation rate | 78.9% | 76.4%+2.5pp | 69.6%+9.3pp | 80.3%-1.3pp |
| Annual return | 9.69% | 14330.11%-14320.4pp | 9417.33%-9407.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,661 | $5,537+38.4% | $4,153+84.5% | $4,660+64.4% |
| Participant deferral / active EE | $2,247 | $4,987-54.9% | $4,168-46.1% | $6,688-66.4% |
| Admin fee / account holder | $1,595 | $9,954-84.0% | $7,715-79.3% | $13,397-88.1% |