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 | $30,235 | $96,635-68.7% | $86,612-65.1% | $139,434-78.3% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 1257.78% | 106.41%+1151.4pp | 591.07%+666.7pp | 372.94%+884.8pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,132 | $4,836+26.8% | $4,438+38.2% | $6,710-8.6% |
| Admin fee / account holder | $696 | $6,408-89.1% | $5,614-87.6% | $11,403-93.9% |