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 6-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 | $47,216 | $96,305-51.0% | $80,569-41.4% | $139,434-66.1% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 16.34% | 1350.08%-1333.7pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,461 | $3,262+6.1% | $2,723+27.1% | $4,751-27.1% |
| Participant deferral / active EE | $4,409 | $5,232-15.7% | $4,447-0.9% | $6,710-34.3% |
| Admin fee / account holder | $833 | $6,599-87.4% | $5,377-84.5% | $11,403-92.7% |