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 9-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 | $24,224 | $150,440-83.9% | $136,294-82.2% | $147,584-83.6% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 22.88% | 1049.08%-1026.2pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $3,340 | $5,256-36.5% | $4,695-28.9% | $4,876-31.5% |
| Participant deferral / active EE | $4,421 | $6,630-33.3% | $6,247-29.2% | $5,439-18.7% |
| Admin fee / account holder | $3,317 | $10,905-69.6% | $9,243-64.1% | $10,885-69.5% |