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 | $22,406 | $159,901-86.0% | $146,958-84.8% | $145,922-84.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.88% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,738 | $5,286-48.2% | $4,933-44.5% | $4,660-41.2% |
| Participant deferral / active EE | $6,036 | $8,428-28.4% | $8,070-25.2% | $6,688-9.7% |
| Admin fee / account holder | $1,283 | $15,044-91.5% | $12,998-90.1% | $13,397-90.4% |