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 | $36,180 | $109,817-67.1% | $98,442-63.2% | $167,490-78.4% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 11.26% | 1956.69%-1945.4pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,205 | $3,224-31.6% | $2,960-25.5% | $4,837-54.4% |
| Participant deferral / active EE | $1,904 | $4,673-59.3% | $4,276-55.5% | $6,341-70.0% |
| Admin fee / account holder | $11,721 | $6,753+73.6% | $5,949+97.0% | $12,309-4.8% |