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 | $8,845 | $96,635-90.8% | $86,612-89.8% | $139,434-93.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 5731.82% | 106.41%+5625.4pp | 591.07%+5140.7pp | 372.94%+5358.9pp |
| Employer contribution / active EE | $4,769 | $3,263+46.2% | $3,022+57.8% | $4,751+0.4% |
| Participant deferral / active EE | $3,619 | $4,836-25.2% | $4,438-18.4% | $6,710-46.1% |
| Admin fee / account holder | $587 | $6,408-90.8% | $5,614-89.5% | $11,403-94.9% |