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 6-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 | $34,380 | $165,984-79.3% | $164,813-79.1% | $145,922-76.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 19.12% | 100.03%-80.9pp | 69.93%-50.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,148 | $5,273-59.3% | $4,341-50.5% | $4,660-53.9% |
| Participant deferral / active EE | $2,189 | $6,959-68.5% | $6,031-63.7% | $6,688-67.3% |
| Admin fee / account holder | $4,643 | $16,648-72.1% | $12,690-63.4% | $13,397-65.3% |