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 | $23,748 | $88,751-73.2% | $81,812-71.0% | $145,922-83.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 11.72% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,261 | $3,083+5.8% | $2,912+12.0% | $4,660-30.0% |
| Participant deferral / active EE | $8,886 | $4,643+91.4% | $4,319+105.8% | $6,688+32.9% |
| Admin fee / account holder | $3,433 | $8,415-59.2% | $7,386-53.5% | $13,397-74.4% |