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 4-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 | $45,710 | $88,751-48.5% | $81,812-44.1% | $145,922-68.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 15.76% | 1025.40%-1009.6pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $5,383 | $3,083+74.6% | $2,912+84.8% | $4,660+15.5% |
| Participant deferral / active EE | $5,032 | $4,643+8.4% | $4,319+16.5% | $6,688-24.8% |
| Admin fee / account holder | $2,618 | $8,415-68.9% | $7,386-64.6% | $13,397-80.5% |