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 | $18,872 | $102,604-81.6% | $86,188-78.1% | $139,434-86.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 48.27% | 1922.51%-1874.2pp | 1168.45%-1120.2pp | 372.94%-324.7pp |
| Employer contribution / active EE | $2,737 | $3,032-9.8% | $2,380+15.0% | $4,751-42.4% |
| Participant deferral / active EE | $6,196 | $4,676+32.5% | $3,985+55.5% | $6,710-7.7% |
| Admin fee / account holder | $820 | $8,657-90.5% | $6,852-88.0% | $11,403-92.8% |