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 8-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 | $53,873 | $176,662-69.5% | $130,648-58.8% | $152,861-64.8% |
| Participation rate | 93.8% | 79.0%+14.8pp | 71.7%+22.0pp | 82.4%+11.3pp |
| Annual return | 4128.38% | 2692.24%+1436.1pp | 1708.96%+2419.4pp | 345.32%+3783.1pp |
| Employer contribution / active EE | $4,253 | $5,742-25.9% | $4,092+3.9% | $4,762-10.7% |
| Participant deferral / active EE | $4,268 | $4,361-2.1% | $3,603+18.5% | $5,850-27.0% |
| Admin fee / account holder | $1,249 | $7,133-82.5% | $5,464-77.1% | $11,596-89.2% |