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 9-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 | $33,295 | $202,318-83.5% | $172,739-80.7% | $152,861-78.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 19.51% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $4,490 | $5,856-23.3% | $5,143-12.7% | $4,762-5.7% |
| Participant deferral / active EE | $4,734 | $5,948-20.4% | $5,198-8.9% | $5,850-19.1% |
| Admin fee / account holder | $1,595 | $17,109-90.7% | $13,954-88.6% | $11,596-86.2% |