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 | $22,596 | $109,327-79.3% | $89,391-74.7% | $158,922-85.8% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 2362.85% | 345.68%+2017.2pp | 245.62%+2117.2pp | 302.83%+2060.0pp |
| Employer contribution / active EE | $13,099 | $3,170+313.2% | $2,586+406.6% | $4,761+175.1% |
| Participant deferral / active EE | $4,243 | $4,598-7.7% | $3,890+9.1% | $5,982-29.1% |
| Admin fee / account holder | $953 | $6,153-84.5% | $4,881-80.5% | $11,246-91.5% |