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 3-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 | $44,933 | $159,901-71.9% | $146,958-69.4% | $145,922-69.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 32.28% | 98.13%-65.9pp | 418.34%-386.1pp | 561.29%-529.0pp |
| Employer contribution / active EE | $2,310 | $5,286-56.3% | $4,933-53.2% | $4,660-50.4% |
| Participant deferral / active EE | $5,137 | $8,428-39.1% | $8,070-36.3% | $6,688-23.2% |
| Admin fee / account holder | $974 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |