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 7-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 | $103,648 | $148,534-30.2% | $135,903-23.7% | $139,434-25.7% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 1686.59% | 79.19%+1607.4pp | 68.23%+1618.4pp | 372.94%+1313.7pp |
| Employer contribution / active EE | $3,043 | $5,243-42.0% | $4,856-37.3% | $4,751-35.9% |
| Participant deferral / active EE | $3,805 | $8,100-53.0% | $7,758-51.0% | $6,710-43.3% |
| Admin fee / account holder | $548 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |