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 | $35,146 | $88,751-60.4% | $81,812-57.0% | $145,922-75.9% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.3%+14.6pp | 80.3%+6.7pp |
| Annual return | 14.69% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,686 | $3,083-45.3% | $2,912-42.1% | $4,660-63.8% |
| Participant deferral / active EE | $7,841 | $4,643+68.9% | $4,319+81.6% | $6,688+17.2% |
| Admin fee / account holder | $864 | $8,415-89.7% | $7,386-88.3% | $13,397-93.5% |