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 3-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 | $26,926 | $93,571-71.2% | $135,903-80.2% | $75,163-64.2% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 1395.28% | 30.90%+1364.4pp | 68.23%+1327.0pp | 160.62%+1234.7pp |
| Employer contribution / active EE | $5,235 | $3,537+48.0% | $4,856+7.8% | $2,670+96.1% |
| Participant deferral / active EE | $10,388 | $6,404+62.2% | $7,758+33.9% | $4,125+151.8% |
| Admin fee / account holder | $2,629 | $6,975-62.3% | $10,762-75.6% | $5,651-53.5% |