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 | $41,068 | $102,966-60.1% | $90,281-54.5% | $152,861-73.1% |
| Participation rate | 82.6% | 75.9%+6.7pp | 73.3%+9.3pp | 82.4%+0.2pp |
| Annual return | 29.43% | 95.16%-65.7pp | 78.10%-48.7pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,892 | $3,139-39.7% | $2,854-33.7% | $4,762-60.3% |
| Participant deferral / active EE | $3,637 | $4,281-15.1% | $3,885-6.4% | $5,850-37.8% |
| Admin fee / account holder | $1,357 | $6,171-78.0% | $5,351-74.6% | $11,596-88.3% |