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 | $40,189 | $155,788-74.2% | $124,672-67.8% | $167,490-76.0% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 70.18% | 17.97%+52.2pp | 5142.93%-5072.8pp | 478.56%-408.4pp |
| Employer contribution / active EE | $3,134 | $4,163-24.7% | $3,324-5.7% | $4,837-35.2% |
| Participant deferral / active EE | $4,006 | $5,673-29.4% | $4,614-13.2% | $6,341-36.8% |
| Admin fee / account holder | $478 | $9,531-95.0% | $7,493-93.6% | $12,309-96.1% |