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 | $40,643 | $155,788-73.9% | $124,672-67.4% | $167,490-75.7% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 63.39% | 17.97%+45.4pp | 5142.93%-5079.5pp | 478.56%-415.2pp |
| Employer contribution / active EE | $1,960 | $4,163-52.9% | $3,324-41.0% | $4,837-59.5% |
| Participant deferral / active EE | $9,550 | $5,673+68.3% | $4,614+107.0% | $6,341+50.6% |
| Admin fee / account holder | $2,014 | $9,531-78.9% | $7,493-73.1% | $12,309-83.6% |