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 | $33,844 | $159,901-78.8% | $146,958-77.0% | $145,922-76.8% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 12.91% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,216 | $5,286-39.2% | $4,933-34.8% | $4,660-31.0% |
| Participant deferral / active EE | $5,297 | $8,428-37.2% | $8,070-34.4% | $6,688-20.8% |
| Admin fee / account holder | $7,590 | $15,044-49.5% | $12,998-41.6% | $13,397-43.3% |