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 | $5,614 | $88,751-93.7% | $81,812-93.1% | $145,922-96.2% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 16.54% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,892 | $3,083-38.6% | $2,912-35.0% | $4,660-59.4% |
| Participant deferral / active EE | $4,294 | $4,643-7.5% | $4,319-0.6% | $6,688-35.8% |
| Admin fee / account holder | $1,020 | $8,415-87.9% | $7,386-86.2% | $13,397-92.4% |