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 | $35,995 | $101,317-64.5% | $146,958-75.5% | $74,495-51.7% |
| Participation rate | 82.9% | 75.5%+7.4pp | 82.2%+0.8pp | 67.2%+15.7pp |
| Annual return | 33.13% | 8730.91%-8697.8pp | 418.34%-385.2pp | 1364.94%-1331.8pp |
| Employer contribution / active EE | $1,361 | $3,810-64.3% | $4,933-72.4% | $2,623-48.1% |
| Participant deferral / active EE | $3,716 | $7,303-49.1% | $8,070-54.0% | $4,346-14.5% |
| Admin fee / account holder | $493 | $1,739-71.6% | $12,998-96.2% | $1,942-74.6% |