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 7-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 | $46,321 | $70,587-34.4% | $124,672-62.8% | $85,850-46.0% |
| Participation rate | 81.3% | 64.4%+16.8pp | 74.6%+6.6pp | 69.3%+11.9pp |
| Annual return | 18.10% | 20688.83%-20670.7pp | 5142.93%-5124.8pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,910 | $1,913+52.1% | $3,324-12.5% | $2,565+13.4% |
| Participant deferral / active EE | $6,504 | $2,969+119.1% | $4,614+41.0% | $3,952+64.6% |
| Admin fee / account holder | $3,249 | $5,282-38.5% | $7,493-56.6% | $6,260-48.1% |