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 | $69,997 | $138,347-49.4% | $184,203-62.0% | $80,856-13.4% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.6%+13.8pp |
| Annual return | 442.13% | 20.02%+422.1pp | 28.81%+413.3pp | 35.59%+406.5pp |
| Employer contribution / active EE | $7,244 | $4,850+49.3% | $6,427+12.7% | $2,755+162.9% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,701 | $10,483-74.2% | $13,901-80.6% | $6,918-61.0% |