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 | $35,996 | $159,901-77.5% | $146,958-75.5% | $145,922-75.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 26.04% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.2pp |
| Employer contribution / active EE | $3,090 | $5,286-41.5% | $4,933-37.4% | $4,660-33.7% |
| Participant deferral / active EE | $4,491 | $8,428-46.7% | $8,070-44.3% | $6,688-32.8% |
| Admin fee / account holder | $343 | $15,044-97.7% | $12,998-97.4% | $13,397-97.4% |