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 5-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 | $14,122 | $169,032-91.6% | $129,207-89.1% | $145,922-90.3% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 95.77% | 14330.11%-14234.3pp | 9417.33%-9321.6pp | 561.29%-465.5pp |
| Employer contribution / active EE | $2,290 | $5,537-58.6% | $4,153-44.9% | $4,660-50.9% |
| Participant deferral / active EE | $3,814 | $4,987-23.5% | $4,168-8.5% | $6,688-43.0% |
| Admin fee / account holder | $5,176 | $9,954-48.0% | $7,715-32.9% | $13,397-61.4% |