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 8-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 | $41,702 | $159,901-73.9% | $146,958-71.6% | $145,922-71.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 16.31% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,706 | $5,286-29.9% | $4,933-24.9% | $4,660-20.5% |
| Participant deferral / active EE | $5,391 | $8,428-36.0% | $8,070-33.2% | $6,688-19.4% |
| Admin fee / account holder | $427 | $15,044-97.2% | $12,998-96.7% | $13,397-96.8% |