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 4-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 | $31,145 | $159,901-80.5% | $146,958-78.8% | $145,922-78.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 24.25% | 98.13%-73.9pp | 418.34%-394.1pp | 561.29%-537.0pp |
| Employer contribution / active EE | $4,300 | $5,286-18.7% | $4,933-12.8% | $4,660-7.7% |
| Participant deferral / active EE | $7,973 | $8,428-5.4% | $8,070-1.2% | $6,688+19.2% |
| Admin fee / account holder | $4,814 | $15,044-68.0% | $12,998-63.0% | $13,397-64.1% |