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 | $32,890 | $183,519-82.1% | $155,509-78.9% | $145,922-77.5% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 19.64% | 61.17%-41.5pp | 64.67%-45.0pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,869 | $5,313-64.8% | $4,672-60.0% | $4,660-59.9% |
| Participant deferral / active EE | $5,203 | $6,462-19.5% | $5,626-7.5% | $6,688-22.2% |
| Admin fee / account holder | $3,130 | $19,313-83.8% | $15,912-80.3% | $13,397-76.6% |