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 9-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 | $37,066 | $77,314-52.1% | $177,989-79.2% | $80,856-54.2% |
| Participation rate | 74.1% | 65.7%+8.4pp | 77.1%-2.9pp | 67.6%+6.5pp |
| Annual return | 41.90% | 18.09%+23.8pp | 294.48%-252.6pp | 35.59%+6.3pp |
| Employer contribution / active EE | $1,458 | $2,292-36.4% | $3,949-63.1% | $2,755-47.1% |
| Participant deferral / active EE | $1,771 | $4,411-59.9% | $6,276-71.8% | $4,296-58.8% |
| Admin fee / account holder | $353 | $7,191-95.1% | $10,363-96.6% | $6,918-94.9% |