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 7-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 | $33,021 | $65,561-49.6% | $86,188-61.7% | $75,163-56.1% |
| Participation rate | 95.6% | 60.5%+35.1pp | 69.0%+26.6pp | 67.2%+28.4pp |
| Annual return | 19.39% | 46.05%-26.7pp | 1168.45%-1149.1pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,235 | $1,553+108.4% | $2,380+35.9% | $2,670+21.2% |
| Participant deferral / active EE | $4,922 | $3,024+62.8% | $3,985+23.5% | $4,125+19.3% |
| Admin fee / account holder | $3,100 | $5,474-43.4% | $6,852-54.8% | $5,651-45.1% |