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 | $46,104 | $101,317-54.5% | $146,958-68.6% | $74,495-38.1% |
| Participation rate | 85.1% | 75.5%+9.6pp | 82.2%+3.0pp | 67.2%+17.9pp |
| Annual return | 20.66% | 8730.91%-8710.3pp | 418.34%-397.7pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $2,367 | $3,810-37.9% | $4,933-52.0% | $2,623-9.8% |
| Participant deferral / active EE | $7,056 | $7,303-3.4% | $8,070-12.6% | $4,346+62.4% |
| Admin fee / account holder | $959 | $1,739-44.8% | $12,998-92.6% | $1,942-50.6% |