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 7-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 | $35,032 | $176,056-80.1% | $159,436-78.0% | $167,490-79.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 163.45% | 331.75%-168.3pp | 263.57%-100.1pp | 478.56%-315.1pp |
| Employer contribution / active EE | $1,668 | $5,297-68.5% | $4,829-65.5% | $4,837-65.5% |
| Participant deferral / active EE | $3,791 | $7,750-51.1% | $7,352-48.4% | $6,341-40.2% |
| Admin fee / account holder | $2,315 | $12,554-81.6% | $10,799-78.6% | $12,309-81.2% |