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 5-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 | $44,557 | $118,849-62.5% | $96,562-53.9% | $167,490-73.4% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 395090.66% | 50.49%+395040.2pp | 37.78%+395052.9pp | 478.56%+394612.1pp |
| Employer contribution / active EE | $798 | $3,120-74.4% | $2,356-66.1% | $4,837-83.5% |
| Participant deferral / active EE | $5,756 | $4,616+24.7% | $3,849+49.6% | $6,341-9.2% |
| Admin fee / account holder | $3,592 | $8,065-55.5% | $6,181-41.9% | $12,309-70.8% |