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 | $37,796 | $76,738-50.7% | $56,411-33.0% | $145,922-74.1% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 14.59% | 2994.23%-2979.6pp | 1701.33%-1686.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,452 | $1,380+77.7% | $1,039+136.0% | $4,660-47.4% |
| Participant deferral / active EE | $5,858 | $2,623+123.4% | $1,952+200.1% | $6,688-12.4% |
| Admin fee / account holder | $5,065 | $3,334+51.9% | $2,829+79.1% | $13,397-62.2% |