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 6-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 | $25,891 | $96,305-73.1% | $80,569-67.9% | $139,434-81.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 31.03% | 1350.08%-1319.1pp | 935.43%-904.4pp | 372.94%-341.9pp |
| Employer contribution / active EE | $1,662 | $3,262-49.0% | $2,723-39.0% | $4,751-65.0% |
| Participant deferral / active EE | $2,384 | $5,232-54.4% | $4,447-46.4% | $6,710-64.5% |
| Admin fee / account holder | $1,583 | $6,599-76.0% | $5,377-70.6% | $11,403-86.1% |