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 | $26,999 | $159,901-83.1% | $146,958-81.6% | $145,922-81.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.36% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,176 | $5,286-58.8% | $4,933-55.9% | $4,660-53.3% |
| Participant deferral / active EE | $4,190 | $8,428-50.3% | $8,070-48.1% | $6,688-37.3% |
| Admin fee / account holder | $2,940 | $15,044-80.5% | $12,998-77.4% | $13,397-78.1% |