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 | $54,714 | $111,724-51.0% | $93,606-41.5% | $145,922-62.5% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 19.23% | 202.98%-183.8pp | 133.20%-114.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $8,265 | $3,090+167.5% | $2,420+241.6% | $4,660+77.4% |
| Participant deferral / active EE | $7,182 | $4,912+46.2% | $4,411+62.8% | $6,688+7.4% |
| Admin fee / account holder | $5,096 | $10,250-50.3% | $8,285-38.5% | $13,397-62.0% |