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 | $19,744 | $102,604-80.8% | $86,188-77.1% | $139,434-85.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 37.36% | 1922.51%-1885.1pp | 1168.45%-1131.1pp | 372.94%-335.6pp |
| Employer contribution / active EE | $2,171 | $3,032-28.4% | $2,380-8.8% | $4,751-54.3% |
| Participant deferral / active EE | $5,315 | $4,676+13.7% | $3,985+33.4% | $6,710-20.8% |
| Admin fee / account holder | $1,321 | $8,657-84.7% | $6,852-80.7% | $11,403-88.4% |