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 | $77,710 | $102,604-24.3% | $86,188-9.8% | $139,434-44.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 9.87% | 1922.51%-1912.6pp | 1168.45%-1158.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $720 | $3,032-76.3% | $2,380-69.7% | $4,751-84.8% |
| Participant deferral / active EE | $1,773 | $4,676-62.1% | $3,985-55.5% | $6,710-73.6% |
| Admin fee / account holder | $4,377 | $8,657-49.4% | $6,852-36.1% | $11,403-61.6% |