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 8-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 | $23,813 | $97,757-75.6% | $83,848-71.6% | $135,375-82.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 398.45% | 1287.37%-888.9pp | 850.88%-452.4pp | 519.73%-121.3pp |
| Employer contribution / active EE | $2,447 | $4,222-42.0% | $3,631-32.6% | $4,779-48.8% |
| Participant deferral / active EE | $3,538 | $4,682-24.4% | $4,082-13.3% | $5,609-36.9% |
| Admin fee / account holder | $1,669 | $6,674-75.0% | $5,478-69.5% | $10,827-84.6% |