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 3-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 | $52,785 | $201,272-73.8% | $184,203-71.3% | $145,922-63.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 213.74% | 29.00%+184.7pp | 28.81%+184.9pp | 561.29%-347.5pp |
| Employer contribution / active EE | $1,654 | $7,022-76.4% | $6,427-74.3% | $4,660-64.5% |
| Participant deferral / active EE | $9,814 | $9,806+0.1% | $9,131+7.5% | $6,688+46.7% |
| Admin fee / account holder | $978 | $16,364-94.0% | $13,901-93.0% | $13,397-92.7% |