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 | $5,293 | $88,751-94.0% | $81,812-93.5% | $145,922-96.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 14.83% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,761 | $3,083-42.9% | $2,912-39.5% | $4,660-62.2% |
| Participant deferral / active EE | $2,210 | $4,643-52.4% | $4,319-48.8% | $6,688-67.0% |
| Admin fee / account holder | $317 | $8,415-96.2% | $7,386-95.7% | $13,397-97.6% |