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 | $35,944 | $72,400-50.4% | $67,502-46.8% | $145,922-75.4% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 31.30% | 7182.46%-7151.2pp | 3512.12%-3480.8pp | 561.29%-530.0pp |
| Employer contribution / active EE | $1,342 | $3,069-56.3% | $2,731-50.9% | $4,660-71.2% |
| Participant deferral / active EE | $4,398 | $4,783-8.1% | $4,000+9.9% | $6,688-34.2% |
| Admin fee / account holder | $1,189 | $5,539-78.5% | $3,998-70.3% | $13,397-91.1% |