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 | $41,528 | $88,751-53.2% | $81,812-49.2% | $145,922-71.5% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.3%+14.6pp | 80.3%+6.7pp |
| Annual return | 16.04% | 1025.40%-1009.4pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,108 | $3,083+0.8% | $2,912+6.7% | $4,660-33.3% |
| Participant deferral / active EE | $5,061 | $4,643+9.0% | $4,319+17.2% | $6,688-24.3% |
| Admin fee / account holder | $559 | $8,415-93.4% | $7,386-92.4% | $13,397-95.8% |