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 10-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 | $31,312 | $159,901-80.4% | $146,958-78.7% | $145,922-78.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.40% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,777 | $5,286-47.5% | $4,933-43.7% | $4,660-40.4% |
| Participant deferral / active EE | $3,845 | $8,428-54.4% | $8,070-52.3% | $6,688-42.5% |
| Admin fee / account holder | $316 | $15,044-97.9% | $12,998-97.6% | $13,397-97.6% |