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 6-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 | $38,321 | $111,724-65.7% | $93,606-59.1% | $145,922-73.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 10.04% | 202.98%-192.9pp | 133.20%-123.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $8,333 | $3,090+169.7% | $2,420+244.4% | $4,660+78.8% |
| Participant deferral / active EE | $3,833 | $4,912-22.0% | $4,411-13.1% | $6,688-42.7% |
| Admin fee / account holder | $4,276 | $10,250-58.3% | $8,285-48.4% | $13,397-68.1% |