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 4-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 | $49,592 | $96,305-48.5% | $80,569-38.4% | $139,434-64.4% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 38.65% | 1350.08%-1311.4pp | 935.43%-896.8pp | 372.94%-334.3pp |
| Employer contribution / active EE | $2,559 | $3,262-21.5% | $2,723-6.0% | $4,751-46.1% |
| Participant deferral / active EE | $5,860 | $5,232+12.0% | $4,447+31.8% | $6,710-12.7% |
| Admin fee / account holder | $3,239 | $6,599-50.9% | $5,377-39.8% | $11,403-71.6% |