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 | $40,403 | $88,751-54.5% | $81,812-50.6% | $145,922-72.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 14.57% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,905 | $3,083-5.8% | $2,912-0.2% | $4,660-37.6% |
| Participant deferral / active EE | $6,352 | $4,643+36.8% | $4,319+47.1% | $6,688-5.0% |
| Admin fee / account holder | $1,209 | $8,415-85.6% | $7,386-83.6% | $13,397-91.0% |