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 8-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 | $35,367 | $159,901-77.9% | $146,958-75.9% | $145,922-75.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.09% | 98.13%-84.0pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,972 | $5,286-62.7% | $4,933-60.0% | $4,660-57.7% |
| Participant deferral / active EE | $4,268 | $8,428-49.4% | $8,070-47.1% | $6,688-36.2% |
| Admin fee / account holder | $373 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |