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 | $29,548 | $159,901-81.5% | $146,958-79.9% | $145,922-79.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 15.17% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,794 | $5,286-66.1% | $4,933-63.6% | $4,660-61.5% |
| Participant deferral / active EE | $5,708 | $8,428-32.3% | $8,070-29.3% | $6,688-14.6% |
| Admin fee / account holder | $4,097 | $15,044-72.8% | $12,998-68.5% | $13,397-69.4% |