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 7-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 | $46,449 | $88,751-47.7% | $81,812-43.2% | $145,922-68.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.28% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,311 | $3,083-25.0% | $2,912-20.6% | $4,660-50.4% |
| Participant deferral / active EE | $6,738 | $4,643+45.1% | $4,319+56.0% | $6,688+0.7% |
| Admin fee / account holder | $592 | $8,415-93.0% | $7,386-92.0% | $13,397-95.6% |