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 | $32,270 | $138,044-76.6% | $125,339-74.3% | $134,475-76.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 4996.58% | 750.33%+4246.3pp | 572.05%+4424.5pp | 417.96%+4578.6pp |
| Employer contribution / active EE | $5,565 | $5,243+6.1% | $4,814+15.6% | $4,740+17.4% |
| Participant deferral / active EE | $7,226 | $7,799-7.3% | $7,446-3.0% | $6,400+12.9% |
| Admin fee / account holder | $1,783 | $11,571-84.6% | $10,010-82.2% | $11,426-84.4% |