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 | $38,239 | $183,963-79.2% | $162,163-76.4% | $152,861-75.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 18.98% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,432 | $6,371-61.8% | $5,614-56.7% | $4,762-48.9% |
| Participant deferral / active EE | $4,975 | $8,034-38.1% | $7,298-31.8% | $5,850-15.0% |
| Admin fee / account holder | $1,300 | $13,121-90.1% | $10,843-88.0% | $11,596-88.8% |