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 4-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 | $35,439 | $111,724-68.3% | $93,606-62.1% | $145,922-75.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 199.13% | 202.98%-3.9pp | 133.20%+65.9pp | 561.29%-362.2pp |
| Employer contribution / active EE | $1,997 | $3,090-35.4% | $2,420-17.5% | $4,660-57.1% |
| Participant deferral / active EE | $2,907 | $4,912-40.8% | $4,411-34.1% | $6,688-56.5% |
| Admin fee / account holder | $8,419 | $10,250-17.9% | $8,285+1.6% | $13,397-37.2% |